Private 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 | $7.92M | Sell |
56,224
-5,700
| -9% | -$803K | 0.62% | 35 |
|
|
2025
Q1 | $7.22M | Sell |
61,924
-47
| -0.1% | -$5.48K | 0.6% | 36 |
|
|
2024
Q4 | $7.79M | Sell |
61,971
-424
| -0.7% | -$53.3K | 0.6% | 35 |
|
|
2024
Q3 | $6.5M | Buy |
62,395
+2,660
| +4% | +$277K | 0.52% | 35 |
|
|
2024
Q2 | $5.81M | Buy |
59,735
+6,749
| +13% | +$656K | 0.43% | 37 |
|
|
2024
Q1 | $4.99M | Sell |
52,986
-11,038
| -17% | -$1.04M | 0.4% | 38 |
|
|
2023
Q4 | $5.97M | Buy |
64,024
+4,723
| +8% | +$440K | 0.5% | 33 |
|
|
2023
Q3 | $4.84M | Buy |
59,301
+3,202
| +6% | +$262K | 0.46% | 36 |
|
|
2023
Q2 | $4.79M | Buy |
56,099
+3,309
| +6% | +$283K | 0.44% | 38 |
|
|
2023
Q1 | $4.63M | Buy |
52,790
+4,145
| +9% | +$364K | 0.46% | 37 |
|
|
2022
Q4 | $4.14M | Buy |
48,645
+19,925
| +69% | +$1.69M | 0.47% | 40 |
|
|
2022
Q3 | $2.27M | Sell |
28,720
-12,830
| -31% | -$1.01M | 0.29% | 45 |
|
|
2022
Q2 | $3.16M | Sell |
41,550
-7,320
| -15% | -$557K | 0.37% | 43 |
|
|
2022
Q1 | $4.27M | Sell |
48,870
-3,045
| -6% | -$266K | 0.38% | 46 |
|
|
2021
Q4 | $5.1M | Buy |
+51,915
| New | +$5.1M | 0.43% | 44 |
|