ProVise Management Group’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 | $254K | Sell |
1,801
-33
| -2% | -$4.65K | 0.02% | 233 |
|
|
2025
Q1 | $214K | Buy |
1,834
+2
| +0.1% | +$233 | 0.02% | 236 |
|
|
2024
Q4 | $230K | Buy |
+1,832
| New | +$230K | 0.02% | 237 |
|
|
2022
Q1 | – | Sell |
-2,712
| Closed | -$266K | – | 403 |
|
|
2021
Q4 | $266K | Sell |
2,712
-93
| -3% | -$9.12K | 0.02% | 327 |
|
|
2021
Q3 | $273K | Sell |
2,805
-1,284
| -31% | -$125K | 0.03% | 302 |
|
|
2021
Q2 | $375K | Sell |
4,089
-82
| -2% | -$7.52K | 0.04% | 253 |
|
|
2021
Q1 | $324K | Buy |
4,171
+411
| +11% | +$31.9K | 0.03% | 269 |
|
|
2020
Q4 | $258K | Buy |
+3,760
| New | +$258K | 0.03% | 284 |
|
|
2017
Q3 | – | Sell |
-8,096
| Closed | -$361K | – | 331 |
|
|
2017
Q2 | $361K | Sell |
8,096
-990
| -11% | -$44.1K | 0.05% | 246 |
|
|
2017
Q1 | $389K | Buy |
9,086
+375
| +4% | +$16.1K | 0.06% | 232 |
|
|
2016
Q4 | $368K | Sell |
8,711
-1,038
| -11% | -$43.9K | 0.06% | 239 |
|
|
2016
Q3 | $313K | Buy |
+9,749
| New | +$313K | 0.05% | 257 |
|