Ranch 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 | $978K | Buy |
6,944
+333
| +5% | +$46.9K | 0.42% | 62 |
|
|
2025
Q1 | $771K | Buy |
6,611
+429
| +7% | +$50K | 0.37% | 68 |
|
|
2024
Q4 | $777K | Buy |
6,182
+164
| +3% | +$20.6K | 0.37% | 67 |
|
|
2024
Q3 | $627K | Buy |
6,018
+50
| +0.8% | +$5.21K | 0.3% | 86 |
|
|
2024
Q2 | $580K | Buy |
5,968
+274
| +5% | +$26.6K | 0.3% | 84 |
|
|
2024
Q1 | $536K | Sell |
5,694
-475
| -8% | -$44.7K | 0.29% | 90 |
|
|
2023
Q4 | $575K | Buy |
6,169
+143
| +2% | +$13.3K | 0.36% | 81 |
|
|
2023
Q3 | $492K | Buy |
6,026
+304
| +5% | +$24.8K | 0.34% | 86 |
|
|
2023
Q2 | $489K | Sell |
5,722
-726
| -11% | -$62K | 0.34% | 86 |
|
|
2023
Q1 | $566K | Buy |
6,448
+126
| +2% | +$11.1K | 0.41% | 75 |
|
|
2022
Q4 | $537K | Sell |
6,322
-217
| -3% | -$18.4K | 0.42% | 76 |
|
|
2022
Q3 | $517K | Buy |
6,539
+570
| +10% | +$45.1K | 0.42% | 75 |
|
|
2022
Q2 | $454K | Buy |
5,969
+39
| +0.7% | +$2.97K | 0.35% | 88 |
|
|
2022
Q1 | $518K | Buy |
5,930
+321
| +6% | +$28K | 0.34% | 89 |
|
|
2021
Q4 | $551K | Buy |
5,609
+15
| +0.3% | +$1.47K | 0.36% | 86 |
|
|
2021
Q3 | $544K | Buy |
5,594
+982
| +21% | +$95.5K | 0.34% | 89 |
|
|
2021
Q2 | $422K | Buy |
4,612
+289
| +7% | +$26.4K | 0.25% | 106 |
|
|
2021
Q1 | $335K | Buy |
4,323
+4,187
| +3,079% | +$324K | 0.22% | 114 |
|
|
2020
Q4 | $9K | Hold |
136
| – | – | 0.01% | 647 |
|
|
2020
Q3 | $6K | Hold |
136
| – | – | ﹤0.01% | 697 |
|
|
2020
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 730 |
|
|
2020
Q1 | $4K | Hold |
136
| – | – | ﹤0.01% | 734 |
|
|
2019
Q4 | $7K | Buy |
+136
| New | +$7K | 0.01% | 742 |
|