Powell Investment 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 | $637K | Buy |
4,520
+31
| +0.7% | +$4.37K | 0.24% | 63 |
|
|
2025
Q1 | $524K | Buy |
4,489
+29
| +0.7% | +$3.38K | 0.26% | 59 |
|
|
2024
Q4 | $561K | Buy |
4,460
+30
| +0.7% | +$3.77K | 0.26% | 58 |
|
|
2024
Q3 | $462K | Buy |
4,430
+95
| +2% | +$9.9K | 0.22% | 67 |
|
|
2024
Q2 | $421K | Buy |
4,335
+36
| +0.8% | +$3.5K | 0.22% | 69 |
|
|
2024
Q1 | $405K | Buy |
4,299
+42
| +1% | +$3.96K | 0.21% | 70 |
|
|
2023
Q4 | $397K | Buy |
4,257
+45
| +1% | +$4.2K | 0.22% | 71 |
|
|
2023
Q3 | $344K | Buy |
4,212
+41
| +1% | +$3.35K | 0.21% | 75 |
|
|
2023
Q2 | $356K | Buy |
4,171
+38
| +0.9% | +$3.25K | 0.21% | 75 |
|
|
2023
Q1 | $363K | Buy |
4,133
+32
| +0.8% | +$2.81K | 0.2% | 76 |
|
|
2022
Q4 | $349K | Buy |
4,101
+35
| +0.9% | +$2.98K | 0.2% | 81 |
|
|
2022
Q3 | $321K | Buy |
4,066
+1,362
| +50% | +$108K | 0.21% | 80 |
|
|
2022
Q2 | $206K | Buy |
2,704
+24
| +0.9% | +$1.83K | 0.12% | 103 |
|
|
2022
Q1 | $234K | Buy |
2,680
+43
| +2% | +$3.75K | 0.14% | 91 |
|
|
2021
Q4 | $259K | Buy |
2,637
+18
| +0.7% | +$1.77K | 0.15% | 88 |
|
|
2021
Q3 | $255K | Buy |
2,619
+18
| +0.7% | +$1.75K | 0.16% | 87 |
|
|
2021
Q2 | $239K | Buy |
2,601
+10
| +0.4% | +$919 | 0.15% | 90 |
|
|
2021
Q1 | $201K | Buy |
+2,591
| New | +$201K | 0.13% | 95 |
|