Private Advisor Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
75,831
+1,250
| +2% | +$176K | 0.06% | 341 |
|
|
2025
Q1 | $8.7M | Buy |
74,581
+2,295
| +3% | +$268K | 0.05% | 379 |
|
|
2024
Q4 | $9.09M | Sell |
72,286
-1,119
| -2% | -$141K | 0.05% | 350 |
|
|
2024
Q3 | $7.65M | Buy |
73,405
+1,408
| +2% | +$147K | 0.05% | 380 |
|
|
2024
Q2 | $7M | Sell |
71,997
-27,161
| -27% | -$2.64M | 0.05% | 367 |
|
|
2024
Q1 | $9.34M | Buy |
99,158
+10,859
| +12% | +$1.02M | 0.07% | 282 |
|
|
2023
Q4 | $8.23M | Buy |
88,299
+8,066
| +10% | +$752K | 0.06% | 294 |
|
|
2023
Q3 | $6.55M | Buy |
80,233
+513
| +0.6% | +$41.9K | 0.06% | 317 |
|
|
2023
Q2 | $6.92M | Sell |
79,720
-7,353
| -8% | -$638K | 0.06% | 296 |
|
|
2023
Q1 | $7.65M | Sell |
87,073
-4,294
| -5% | -$377K | 0.07% | 262 |
|
|
2022
Q4 | $1.99M | Buy |
91,367
+6,082
| +7% | +$133K | 0.1% | 211 |
|
|
2022
Q3 | $6.74M | Buy |
85,285
+10,944
| +15% | +$865K | 0.08% | 252 |
|
|
2022
Q2 | $5.65M | Buy |
74,341
+5,854
| +9% | +$445K | 0.05% | 373 |
|
|
2022
Q1 | $5.99M | Buy |
68,487
+8,159
| +14% | +$713K | 0.05% | 377 |
|
|
2021
Q4 | $5.92M | Sell |
60,328
-9,811
| -14% | -$963K | 0.04% | 399 |
|
|
2021
Q3 | $6.83M | Buy |
70,139
+29,896
| +74% | +$2.91M | 0.04% | 410 |
|
|
2021
Q2 | $3.69M | Buy |
40,243
+2,764
| +7% | +$253K | 0.03% | 510 |
|
|
2021
Q1 | $2.91M | Sell |
37,479
-5,999
| -14% | -$466K | 0.03% | 563 |
|
|
2020
Q4 | $2.98M | Buy |
43,478
+2,232
| +5% | +$153K | 0.03% | 513 |
|
|
2020
Q3 | $1.99M | Sell |
41,246
-106
| -0.3% | -$5.12K | 0.03% | 555 |
|
|
2020
Q2 | $2M | Buy |
41,352
+8,000
| +24% | +$386K | 0.03% | 541 |
|
|
2020
Q1 | $1.13M | Buy |
33,352
+3,607
| +12% | +$123K | 0.02% | 617 |
|
|
2019
Q4 | $1.52M | Sell |
29,745
-13,469
| -31% | -$689K | 0.02% | 618 |
|
|
2019
Q3 | $1.88M | Sell |
43,214
-1,362
| -3% | -$59.3K | 0.03% | 553 |
|
|
2019
Q2 | $1.95M | Sell |
44,576
-3,268
| -7% | -$143K | 0.04% | 493 |
|
|
2019
Q1 | $2.02M | Sell |
47,844
-3,061
| -6% | -$129K | 0.04% | 438 |
|
|
2018
Q4 | $2.02M | Buy |
50,905
+16,583
| +48% | +$658K | 0.05% | 382 |
|
|
2018
Q3 | $1.6M | Buy |
34,322
+7,216
| +27% | +$336K | 0.03% | 494 |
|
|
2018
Q2 | $1.29M | Buy |
27,106
+9,939
| +58% | +$474K | 0.02% | 403 |
|
|
2018
Q1 | $927K | Sell |
17,167
-8,190
| -32% | -$442K | 0.04% | 430 |
|
|
2017
Q4 | $1.34M | Sell |
25,357
-10,483
| -29% | -$553K | 0.06% | 340 |
|
|
2017
Q3 | $1.77M | Buy |
35,840
+2,500
| +7% | +$123K | 0.04% | 406 |
|
|
2017
Q2 | $1.53M | Buy |
33,340
+3,117
| +10% | +$143K | 0.04% | 423 |
|
|
2017
Q1 | $1.26M | Buy |
30,223
+5,358
| +22% | +$224K | 0.04% | 477 |
|
|
2016
Q4 | $1.09M | Buy |
24,865
+9,871
| +66% | +$431K | 0.04% | 477 |
|
|
2016
Q3 | $480K | Sell |
14,994
-29,351
| -66% | -$940K | 0.02% | 669 |
|
|
2016
Q2 | $1.13M | Buy |
44,345
+6,895
| +18% | +$175K | 0.05% | 381 |
|
|
2016
Q1 | $948K | Buy |
37,450
+11,677
| +45% | +$296K | 0.05% | 383 |
|
|
2015
Q4 | $820K | Buy |
25,773
+3,552
| +16% | +$113K | 0.04% | 433 |
|
|
2015
Q3 | $700K | Buy |
22,221
+6,879
| +45% | +$217K | 0.04% | 452 |
|
|
2015
Q2 | $595K | Buy |
15,342
+1,755
| +13% | +$68.1K | 0.03% | 534 |
|
|
2015
Q1 | $485K | Buy |
13,587
+551
| +4% | +$19.7K | 0.03% | 570 |
|
|
2014
Q4 | $506K | Sell |
13,036
-4,412
| -25% | -$171K | 0.03% | 533 |
|
|
2014
Q3 | $603K | Sell |
17,448
-572
| -3% | -$19.8K | 0.04% | 459 |
|
|
2014
Q2 | $583K | Buy |
18,020
+104
| +0.6% | +$3.37K | 0.05% | 441 |
|
|
2014
Q1 | $558K | Buy |
17,916
+652
| +4% | +$20.3K | 0.06% | 382 |
|
|
2013
Q4 | $542K | Buy |
+17,264
| New | +$542K | 0.06% | 370 |
|