PSI 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 | – | Sell |
-1,068
| Closed | -$125K | – | 461 |
|
|
2025
Q1 | $125K | Hold |
1,068
| – | – | 0.04% | 149 |
|
|
2024
Q4 | $134K | Hold |
1,068
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $111K | Hold |
1,068
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $104K | Buy |
1,068
+50
| +5% | +$4.86K | 0.03% | 179 |
|
|
2024
Q1 | $95.9K | Sell |
1,018
-1,500
| -60% | -$141K | 0.03% | 184 |
|
|
2023
Q4 | $235K | Buy |
2,518
+280
| +13% | +$26.1K | 0.09% | 117 |
|
|
2023
Q3 | $183K | Buy |
2,238
+1,200
| +116% | +$98K | 0.08% | 130 |
|
|
2023
Q2 | $88.6K | Buy |
1,038
+50
| +5% | +$4.27K | 0.04% | 181 |
|
|
2023
Q1 | $86.7K | Sell |
988
-13
| -1% | -$1.14K | 0.04% | 168 |
|
|
2022
Q4 | $85.1K | Sell |
1,001
-100
| -9% | -$8.5K | 0.05% | 162 |
|
|
2022
Q3 | $87K | Sell |
1,101
-100
| -8% | -$7.9K | 0.05% | 168 |
|
|
2022
Q2 | $92K | Buy |
1,201
+100
| +9% | +$7.66K | 0.05% | 181 |
|
|
2022
Q1 | $96K | Sell |
1,101
-77
| -7% | -$6.71K | 0.04% | 201 |
|
|
2021
Q4 | $116K | Sell |
1,178
-659
| -36% | -$64.9K | 0.05% | 183 |
|
|
2021
Q3 | $179K | Buy |
+1,837
| New | +$179K | 0.08% | 148 |
|
|
2020
Q1 | – | Sell |
-1,848
| Closed | -$94K | – | 403 |
|
|
2019
Q4 | $94K | Buy |
+1,848
| New | +$94K | 0.06% | 194 |
|