Procyon Advisors’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 | $1.39M | Sell |
9,864
-2,836
| -22% | -$399K | 0.13% | 147 |
|
|
2025
Q1 | $1.48M | Sell |
12,700
-1,838
| -13% | -$214K | 0.09% | 214 |
|
|
2024
Q4 | $1.83M | Sell |
14,538
-152
| -1% | -$19.1K | 0.12% | 176 |
|
|
2024
Q3 | $1.53M | Buy |
14,690
+1,803
| +14% | +$188K | 0.1% | 189 |
|
|
2024
Q2 | $1.25M | Buy |
12,887
+511
| +4% | +$49.7K | 0.09% | 198 |
|
|
2024
Q1 | $1.17M | Sell |
12,376
-242
| -2% | -$22.8K | 0.09% | 208 |
|
|
2023
Q4 | $1.18M | Buy |
12,618
+3,066
| +32% | +$286K | 0.1% | 190 |
|
|
2023
Q3 | $780K | Sell |
9,552
-9,720
| -50% | -$794K | 0.08% | 225 |
|
|
2023
Q2 | $1.65M | Sell |
19,272
-584
| -3% | -$49.9K | 0.21% | 111 |
|
|
2023
Q1 | $1.74M | Sell |
19,856
-2,487
| -11% | -$218K | 0.29% | 80 |
|
|
2022
Q4 | $1.9M | Buy |
22,343
+2,714
| +14% | +$231K | 0.35% | 66 |
|
|
2022
Q3 | $1.55M | Sell |
19,629
-1,326
| -6% | -$105K | 0.38% | 57 |
|
|
2022
Q2 | $1.59M | Buy |
20,955
+276
| +1% | +$21K | 0.35% | 64 |
|
|
2022
Q1 | $1.81M | Buy |
20,679
+391
| +2% | +$34.2K | 0.37% | 59 |
|
|
2021
Q4 | $1.99M | Buy |
20,288
+6,060
| +43% | +$595K | 0.42% | 52 |
|
|
2021
Q3 | $1.39M | Buy |
14,228
+382
| +3% | +$37.2K | 0.35% | 67 |
|
|
2021
Q2 | $1.27M | Buy |
13,846
+2,438
| +21% | +$224K | 0.35% | 74 |
|
|
2021
Q1 | $886K | Buy |
11,408
+3,425
| +43% | +$266K | 0.4% | 64 |
|
|
2020
Q4 | $547K | Buy |
7,983
+266
| +3% | +$18.2K | 0.27% | 91 |
|
|
2020
Q3 | $373K | Buy |
7,717
+151
| +2% | +$7.3K | 0.21% | 108 |
|
|
2020
Q2 | $365K | Buy |
7,566
+137
| +2% | +$6.61K | 0.19% | 108 |
|
|
2020
Q1 | $253K | Sell |
7,429
-1,781
| -19% | -$60.7K | 0.17% | 121 |
|
|
2019
Q4 | $471K | Buy |
+9,210
| New | +$471K | 0.29% | 79 |
|