Prio Wealth Limited Partnership’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $601K | Hold |
5,764
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $560K | Sell |
5,764
-668
| -10% | -$64.9K | 0.02% | 185 |
|
|
2024
Q1 | $606K | Sell |
6,432
-676
| -10% | -$63.7K | 0.02% | 183 |
|
|
2023
Q4 | $663K | Sell |
7,108
-103
| -1% | -$9.61K | 0.02% | 171 |
|
|
2023
Q3 | $589K | Buy |
7,211
+529
| +8% | +$43.2K | 0.02% | 172 |
|
|
2023
Q2 | $571K | Sell |
6,682
-50
| -0.7% | -$4.27K | 0.02% | 179 |
|
|
2023
Q1 | $591K | Hold |
6,732
| – | – | 0.02% | 175 |
|
|
2022
Q4 | $572K | Sell |
6,732
-597
| -8% | -$50.8K | 0.02% | 176 |
|
|
2022
Q3 | $579K | Hold |
7,329
| – | – | 0.02% | 171 |
|
|
2022
Q2 | $557K | Sell |
7,329
-722
| -9% | -$54.9K | 0.02% | 176 |
|
|
2022
Q1 | $704K | Buy |
8,051
+411
| +5% | +$35.9K | 0.02% | 164 |
|
|
2021
Q4 | $750K | Sell |
7,640
-169
| -2% | -$16.6K | 0.02% | 163 |
|
|
2021
Q3 | $760K | Sell |
7,809
-338
| -4% | -$32.9K | 0.03% | 161 |
|
|
2021
Q2 | $747K | Sell |
8,147
-520
| -6% | -$47.7K | 0.03% | 162 |
|
|
2021
Q1 | $673K | Buy |
+8,667
| New | +$673K | 0.02% | 163 |
|