Private Advisory Group’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 | – | Sell |
-1,811
| Closed | -$211K | – | 233 |
|
|
2025
Q1 | $211K | Buy |
+1,811
| New | +$211K | 0.02% | 186 |
|
|
2018
Q2 | – | Sell |
-8,629
| Closed | -$466K | – | 136 |
|
|
2018
Q1 | $466K | Buy |
8,629
+147
| +2% | +$7.94K | 0.29% | 72 |
|
|
2017
Q4 | $445K | Sell |
8,482
-3,419
| -29% | -$179K | 0.24% | 88 |
|
|
2017
Q3 | $573K | Sell |
11,901
-1,933,268
| -99% | -$93.1M | 0.34% | 59 |
|
|
2017
Q2 | $2.68M | Buy |
1,945,169
+1,938,124
| +27,511% | +$2.67M | 1.6% | 19 |
|
|
2017
Q1 | $302K | Buy |
7,045
+1,963
| +39% | +$84.1K | 0.2% | 103 |
|
|
2016
Q4 | $214K | Buy |
+5,082
| New | +$214K | 0.15% | 127 |
|