Prospera Financial Services’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 | $3.53M | Buy |
25,087
+10,214
| +69% | +$1.44M | 0.07% | 308 |
|
|
2025
Q1 | $1.74M | Buy |
14,873
+3,640
| +32% | +$425K | 0.04% | 419 |
|
|
2024
Q4 | $1.41M | Sell |
11,233
-9,705
| -46% | -$1.22M | 0.03% | 450 |
|
|
2024
Q3 | $2.18M | Buy |
20,938
+183
| +0.9% | +$19.1K | 0.06% | 320 |
|
|
2024
Q2 | $2.02M | Buy |
20,755
+119
| +0.6% | +$11.6K | 0.06% | 335 |
|
|
2024
Q1 | $1.94M | Buy |
20,636
+259
| +1% | +$24.4K | 0.06% | 333 |
|
|
2023
Q4 | $1.9M | Sell |
20,377
-160
| -0.8% | -$14.9K | 0.06% | 319 |
|
|
2023
Q3 | $1.68M | Buy |
20,537
+2,474
| +14% | +$202K | 0.06% | 299 |
|
|
2023
Q2 | $1.54M | Buy |
18,063
+866
| +5% | +$74K | 0.06% | 312 |
|
|
2023
Q1 | $1.51M | Sell |
17,197
-68,269
| -80% | -$6M | 0.06% | 313 |
|
|
2022
Q4 | $7.27M | Buy |
85,466
+157
| +0.2% | +$13.3K | 0.36% | 66 |
|
|
2022
Q3 | $6.74M | Buy |
85,309
+326
| +0.4% | +$25.8K | 0.35% | 55 |
|
|
2022
Q2 | $6.46M | Sell |
84,983
-394
| -0.5% | -$30K | 0.33% | 59 |
|
|
2022
Q1 | $7.46M | Sell |
85,377
-4,263
| -5% | -$373K | 0.31% | 56 |
|
|
2021
Q4 | $8.8M | Buy |
89,640
+1,553
| +2% | +$152K | 0.38% | 44 |
|
|
2021
Q3 | $8.57M | Sell |
88,087
-10,328
| -10% | -$1.01M | 0.43% | 32 |
|
|
2021
Q2 | $9.02M | Buy |
98,415
+88,842
| +928% | +$8.15M | 0.45% | 31 |
|
|
2021
Q1 | $742K | Buy |
+9,573
| New | +$742K | 0.04% | 399 |
|
|
2020
Q4 | – | Sell |
-1,948
| Closed | -$94K | – | 1227 |
|
|
2020
Q3 | $94K | Buy |
+1,948
| New | +$94K | 0.04% | 422 |
|