Principle Wealth Partners’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 | $1.64M | Buy |
11,664
+24
| +0.2% | +$3.38K | 0.1% | 125 |
|
|
2025
Q1 | $1.36M | Buy |
11,640
+13
| +0.1% | +$1.52K | 0.1% | 136 |
|
|
2024
Q4 | $1.46M | Sell |
11,627
-47
| -0.4% | -$5.91K | 0.1% | 133 |
|
|
2024
Q3 | $1.22M | Buy |
11,674
+30
| +0.3% | +$3.13K | 0.09% | 142 |
|
|
2024
Q2 | $1.13M | Buy |
11,644
+4
| +0% | +$389 | 0.09% | 146 |
|
|
2024
Q1 | $1.1M | Buy |
11,640
+4
| +0% | +$377 | 0.09% | 154 |
|
|
2023
Q4 | $1.09M | Buy |
11,636
+6
| +0.1% | +$559 | 0.09% | 150 |
|
|
2023
Q3 | $950K | Buy |
11,630
+5
| +0% | +$408 | 0.1% | 149 |
|
|
2023
Q2 | $993K | Sell |
11,625
-940
| -7% | -$80.3K | 0.1% | 141 |
|
|
2023
Q1 | $1.1M | Buy |
12,565
+4
| +0% | +$351 | 0.12% | 131 |
|
|
2022
Q4 | $1.07M | Sell |
12,561
-27
| -0.2% | -$2.3K | 0.12% | 121 |
|
|
2022
Q3 | $995 | Hold |
12,588
| – | – | 0.09% | 118 |
|
|
2022
Q2 | $957K | Hold |
12,588
| – | – | 0.12% | 137 |
|
|
2022
Q1 | $1.1M | Buy |
12,588
+3
| +0% | +$262 | 0.12% | 129 |
|
|
2021
Q4 | $1.24M | Buy |
12,585
+128
| +1% | +$12.6K | 0.13% | 120 |
|
|
2021
Q3 | $1.21M | Sell |
12,457
-730
| -6% | -$71K | 0.14% | 117 |
|
|
2021
Q2 | $1.21M | Sell |
13,187
-576
| -4% | -$52.8K | 0.14% | 120 |
|
|
2021
Q1 | $1.07M | Hold |
13,763
| – | – | 0.13% | 121 |
|
|
2020
Q4 | $943K | Sell |
13,763
-490
| -3% | -$33.6K | 0.12% | 123 |
|
|
2020
Q3 | $689K | Hold |
14,253
| – | – | 0.19% | 64 |
|
|
2020
Q2 | $688K | Hold |
14,253
| – | – | 0.2% | 63 |
|
|
2020
Q1 | $485K | Hold |
14,253
| – | – | 0.18% | 81 |
|
|
2019
Q4 | $729K | Buy |
14,253
+580
| +4% | +$29.7K | 0.23% | 75 |
|
|
2019
Q3 | $583K | Buy |
13,673
+3,133
| +30% | +$134K | 0.2% | 87 |
|
|
2019
Q2 | $462K | Hold |
10,540
| – | – | 0.24% | 82 |
|
|
2019
Q1 | $445K | Buy |
10,540
+1,572
| +18% | +$66.4K | 0.25% | 71 |
|
|
2018
Q4 | $336K | Buy |
+8,968
| New | +$336K | 0.28% | 82 |
|