Prime Capital 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 | $4.76M | Sell |
33,776
-7,715
| -19% | -$1.09M | 0.06% | 205 |
|
2025
Q1 | $4.84M | Buy |
41,491
+6,220
| +18% | +$726K | 0.06% | 224 |
|
2024
Q4 | $4.43M | Buy |
35,271
+6,782
| +24% | +$853K | 0.06% | 195 |
|
2024
Q3 | $2.97M | Sell |
28,489
-2,733
| -9% | -$285K | 0.04% | 262 |
|
2024
Q2 | $3.03M | Sell |
31,222
-1,123
| -3% | -$109K | 0.05% | 258 |
|
2024
Q1 | $3.05M | Buy |
32,345
+2,600
| +9% | +$245K | 0.04% | 276 |
|
2023
Q4 | $2.77M | Sell |
29,745
-49,726
| -63% | -$4.64M | 0.04% | 283 |
|
2023
Q3 | $6.49M | Buy |
79,471
+1,294
| +2% | +$106K | 0.13% | 128 |
|
2023
Q2 | $6.68M | Buy |
78,177
+59,305
| +314% | +$5.06M | 0.13% | 132 |
|
2023
Q1 | $1.66M | Buy |
18,872
+2,296
| +14% | +$202K | 0.07% | 185 |
|
2022
Q4 | $1.41M | Sell |
16,576
-10,430
| -39% | -$887K | 0.05% | 207 |
|
2022
Q3 | $2.13M | Sell |
27,006
-22,523
| -45% | -$1.78M | 0.12% | 111 |
|
2022
Q2 | $3.77M | Sell |
49,529
-7,400
| -13% | -$563K | 0.23% | 83 |
|
2022
Q1 | $5.59M | Sell |
56,929
-546
| -0.9% | -$53.6K | 0.31% | 63 |
|
2021
Q4 | $5.64M | Buy |
57,475
+42,475
| +283% | +$4.17M | 0.3% | 68 |
|
2021
Q3 | $1.46M | Sell |
15,000
-49,754
| -77% | -$4.84M | 0.09% | 155 |
|
2021
Q2 | $5.94M | Buy |
64,754
+14,402
| +29% | +$1.32M | 0.34% | 55 |
|
2021
Q1 | $3.91M | Buy |
50,352
+23,140
| +85% | +$1.8M | 0.28% | 75 |
|
2020
Q4 | $1.87M | Buy |
27,212
+21,882
| +411% | +$1.5M | 0.14% | 123 |
|
2020
Q3 | $258K | Sell |
5,330
-39,500
| -88% | -$1.91M | 0.02% | 229 |
|
2020
Q2 | $2.17M | Buy |
44,830
+4,456
| +11% | +$215K | 0.2% | 99 |
|
2020
Q1 | $1.37M | Buy |
40,374
+39,729
| +6,160% | +$1.35M | 0.16% | 100 |
|
2019
Q4 | $33K | Hold |
645
| – | – | ﹤0.01% | 352 |
|
2019
Q3 | $28K | Buy |
+645
| New | +$28K | ﹤0.01% | 372 |
|
2019
Q1 | – | Sell |
-393
| Closed | -$16K | – | 408 |
|
2018
Q4 | $16K | Buy |
+393
| New | +$16K | 0.01% | 235 |
|