Plante Moran Financial Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
762
+9
| +1% | +$1.27K | 0.01% | 229 |
|
|
2025
Q1 | $87.9K | Buy |
753
+128
| +20% | +$14.9K | 0.01% | 263 |
|
|
2024
Q4 | $78.6K | Sell |
625
-58
| -8% | -$7.3K | 0.01% | 291 |
|
|
2024
Q3 | $71.2K | Buy |
683
+58
| +9% | +$6.05K | 0.01% | 335 |
|
|
2024
Q2 | $60.8K | Buy |
625
+395
| +172% | +$38.4K | 0.01% | 312 |
|
|
2024
Q1 | $21.7K | Sell |
230
-6
| -3% | -$566 | ﹤0.01% | 493 |
|
|
2023
Q4 | $22K | Buy |
236
+36
| +18% | +$3.36K | ﹤0.01% | 442 |
|
|
2023
Q3 | $16.4K | Hold |
200
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $17.1K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $17.6K | Sell |
200
-683
| -77% | -$60.1K | ﹤0.01% | 473 |
|
|
2022
Q4 | $75.1K | Sell |
883
-856
| -49% | -$72.8K | 0.01% | 261 |
|
|
2022
Q3 | $137K | Hold |
1,739
| – | – | 0.02% | 177 |
|
|
2022
Q2 | $132K | Buy |
1,739
+501
| +40% | +$38K | 0.02% | 188 |
|
|
2022
Q1 | $108K | Buy |
1,238
+205
| +20% | +$17.9K | 0.02% | 221 |
|
|
2021
Q4 | $101K | Buy |
1,033
+684
| +196% | +$66.9K | 0.02% | 251 |
|
|
2021
Q3 | $34K | Sell |
349
-81
| -19% | -$7.89K | 0.01% | 453 |
|
|
2021
Q2 | $39K | Sell |
430
-697
| -62% | -$63.2K | 0.01% | 424 |
|
|
2021
Q1 | $88K | Buy |
1,127
+753
| +201% | +$58.8K | 0.02% | 267 |
|
|
2020
Q4 | $26K | Buy |
374
+79
| +27% | +$5.49K | 0.01% | 474 |
|
|
2020
Q3 | $14K | Hold |
295
| – | – | ﹤0.01% | 559 |
|
|
2020
Q2 | $14K | Buy |
295
+231
| +361% | +$11K | 0.01% | 488 |
|
|
2020
Q1 | $2K | Sell |
64
-189
| -75% | -$5.91K | ﹤0.01% | 652 |
|
|
2019
Q4 | $13K | Buy |
253
+177
| +233% | +$9.1K | ﹤0.01% | 521 |
|
|
2019
Q3 | $3K | Sell |
76
-1,032
| -93% | -$40.7K | ﹤0.01% | 742 |
|
|
2019
Q2 | $49K | Buy |
1,108
+54
| +5% | +$2.39K | 0.02% | 344 |
|
|
2019
Q1 | $44K | Buy |
1,054
+995
| +1,686% | +$41.5K | 0.01% | 360 |
|
|
2018
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 728 |
|
|
2018
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 649 |
|
|
2018
Q2 | $3K | Sell |
59
-415
| -88% | -$21.1K | ﹤0.01% | 678 |
|
|
2018
Q1 | $26K | Buy |
474
+59
| +14% | +$3.24K | 0.01% | 459 |
|
|
2017
Q4 | $22K | Hold |
415
| – | – | 0.01% | 486 |
|
|
2017
Q3 | $20K | Hold |
415
| – | – | 0.01% | 461 |
|
|
2017
Q2 | $18K | Sell |
415
-29
| -7% | -$1.26K | 0.01% | 484 |
|
|
2017
Q1 | $19K | Sell |
444
-98
| -18% | -$4.19K | 0.01% | 487 |
|
|
2016
Q4 | $23K | Hold |
542
| – | – | 0.01% | 462 |
|
|
2016
Q3 | $17K | Sell |
542
-520
| -49% | -$16.3K | 0.01% | 517 |
|
|
2016
Q2 | $28K | Buy |
1,062
+520
| +96% | +$13.7K | 0.02% | 377 |
|
|
2016
Q1 | $14K | Sell |
542
-189
| -26% | -$4.88K | 0.01% | 436 |
|
|
2015
Q4 | $23K | Sell |
731
-542
| -43% | -$17.1K | 0.02% | 422 |
|
|
2015
Q3 | $40K | Buy |
1,273
+829
| +187% | +$26K | 0.03% | 296 |
|
|
2015
Q2 | $17K | Hold |
444
| – | – | 0.01% | 443 |
|
|
2015
Q1 | $16K | Hold |
444
| – | – | 0.01% | 439 |
|
|
2014
Q4 | $17K | Hold |
444
| – | – | 0.01% | 436 |
|
|
2014
Q3 | $15K | Sell |
444
-1,679
| -79% | -$56.7K | 0.01% | 454 |
|
|
2014
Q2 | $69K | Buy |
2,123
+2,044
| +2,587% | +$66.4K | 0.06% | 188 |
|
|
2014
Q1 | $2K | Sell |
79
-3,651
| -98% | -$92.4K | ﹤0.01% | 558 |
|
|
2013
Q4 | $117K | Buy |
3,730
+1,149
| +45% | +$36K | 0.07% | 137 |
|
|
2013
Q3 | $70K | Buy |
+2,581
| New | +$70K | 0.04% | 159 |
|