Proficio Capital 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 | $1.2M | Buy |
8,527
+290
| +4% | +$40.8K | 0.07% | 146 |
|
|
2025
Q1 | $961K | Sell |
8,237
-156
| -2% | -$18.2K | 0.07% | 134 |
|
|
2024
Q4 | $1.06M | Buy |
8,393
+4,372
| +109% | +$550K | 0.09% | 100 |
|
|
2024
Q3 | $419K | Sell |
4,021
-4,365
| -52% | -$455K | 0.04% | 170 |
|
|
2024
Q2 | $815K | Sell |
8,386
-1,414
| -14% | -$137K | 0.09% | 122 |
|
|
2024
Q1 | $923K | Buy |
9,800
+25
| +0.3% | +$2.35K | 0.1% | 114 |
|
|
2023
Q4 | $912K | Sell |
9,775
-5
| -0.1% | -$466 | 0.11% | 99 |
|
|
2023
Q3 | $799K | Buy |
9,780
+223
| +2% | +$18.2K | 0.11% | 103 |
|
|
2023
Q2 | $816K | Sell |
9,557
-598
| -6% | -$51.1K | 0.11% | 103 |
|
|
2023
Q1 | $892K | Sell |
10,155
-92
| -0.9% | -$8.08K | 0.14% | 95 |
|
|
2022
Q4 | $871K | Buy |
10,247
+1,495
| +17% | +$127K | 0.16% | 84 |
|
|
2022
Q3 | $691K | Sell |
8,752
-5
| -0.1% | -$395 | 0.13% | 94 |
|
|
2022
Q2 | $666K | Buy |
8,757
+22
| +0.3% | +$1.67K | 0.12% | 99 |
|
|
2022
Q1 | $763K | Buy |
8,735
+567
| +7% | +$49.5K | 0.11% | 101 |
|
|
2021
Q4 | $802K | Sell |
8,168
-64
| -0.8% | -$6.28K | 0.11% | 107 |
|
|
2021
Q3 | $801K | Sell |
8,232
-771
| -9% | -$75K | 0.11% | 107 |
|
|
2021
Q2 | $825K | Buy |
9,003
+642
| +8% | +$58.8K | 0.1% | 100 |
|
|
2021
Q1 | $649K | Buy |
8,361
+4,865
| +139% | +$378K | 0.08% | 106 |
|
|
2020
Q4 | $240K | Buy |
+3,496
| New | +$240K | 0.04% | 160 |
|
|
2019
Q3 | – | Sell |
-2,207
| Closed | -$97K | – | 999 |
|
|
2019
Q2 | $97K | Buy |
2,207
+467
| +27% | +$20.5K | 0.03% | 213 |
|
|
2019
Q1 | $73K | Sell |
1,740
-218
| -11% | -$9.15K | 0.03% | 259 |
|
|
2018
Q4 | $78K | Buy |
1,958
+897
| +85% | +$35.7K | 0.03% | 206 |
|
|
2018
Q3 | $49K | Sell |
1,061
-94
| -8% | -$4.34K | 0.02% | 356 |
|
|
2018
Q2 | $55K | Buy |
1,155
+202
| +21% | +$9.62K | 0.02% | 326 |
|
|
2018
Q1 | $51K | Buy |
953
+63
| +7% | +$3.37K | 0.02% | 338 |
|
|
2017
Q4 | $47K | Buy |
890
+44
| +5% | +$2.32K | 0.02% | 363 |
|
|
2017
Q3 | $41K | Sell |
846
-1
| -0.1% | -$48 | 0.02% | 428 |
|
|
2017
Q2 | $40K | Buy |
847
+18
| +2% | +$850 | 0.02% | 437 |
|
|
2017
Q1 | $35K | Buy |
829
+231
| +39% | +$9.75K | 0.02% | 471 |
|
|
2016
Q4 | $25K | Sell |
598
-18
| -3% | -$753 | 0.01% | 393 |
|
|
2016
Q3 | $20K | Hold |
616
| – | – | 0.01% | 425 |
|
|
2016
Q2 | $18K | Buy |
616
+562
| +1,041% | +$16.4K | 0.01% | 448 |
|
|
2016
Q1 | $1K | Sell |
54
-186
| -78% | -$3.44K | ﹤0.01% | 906 |
|
|
2015
Q4 | $8K | Buy |
+240
| New | +$8K | 0.01% | 315 |
|