Prosperity Capital 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 | $1.13M | Sell |
8,012
-1,070
| -12% | -$151K | 0.11% | 107 |
|
|
2025
Q1 | $1.05M | Buy |
9,082
+953
| +12% | +$110K | 0.08% | 150 |
|
|
2024
Q4 | $1.02M | Buy |
8,129
+50
| +0.6% | +$6.29K | 0.08% | 153 |
|
|
2024
Q3 | $842K | Buy |
8,079
+1,309
| +19% | +$136K | 0.07% | 175 |
|
|
2024
Q2 | $658K | Sell |
6,770
-2,691
| -28% | -$262K | 0.07% | 162 |
|
|
2024
Q1 | $891K | Buy |
9,461
+1,271
| +16% | +$120K | 0.11% | 149 |
|
|
2023
Q4 | $764K | Sell |
8,190
-516
| -6% | -$48.1K | 0.08% | 120 |
|
|
2023
Q3 | $711K | Buy |
8,706
+740
| +9% | +$60.4K | 0.09% | 111 |
|
|
2023
Q2 | $680K | Buy |
7,966
+4,732
| +146% | +$404K | 0.1% | 116 |
|
|
2023
Q1 | $284K | Sell |
3,234
-186
| -5% | -$16.3K | 0.04% | 166 |
|
|
2022
Q4 | $291K | Buy |
+3,420
| New | +$291K | 0.09% | 146 |
|