Realta Investment 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 | $34.4K | Sell |
244
-133
| -35% | -$18.7K | 0.01% | 241 |
|
|
2025
Q1 | $44K | Sell |
377
-29
| -7% | -$3.38K | 0.02% | 239 |
|
|
2024
Q4 | $51.1K | Sell |
406
-444
| -52% | -$55.9K | 0.02% | 254 |
|
|
2024
Q3 | $95.4K | Sell |
850
-580
| -41% | -$65.1K | 0.04% | 215 |
|
|
2024
Q2 | $139K | Sell |
1,430
-774
| -35% | -$75.2K | 0.03% | 432 |
|
|
2024
Q1 | $208K | Buy |
+2,204
| New | +$208K | 0.04% | 395 |
|
|
2023
Q4 | – | Sell |
-2,911
| Closed | -$249K | – | 664 |
|
|
2023
Q3 | $249K | Hold |
2,911
| – | – | 0.06% | 329 |
|
|
2023
Q2 | $249K | Sell |
2,911
-13
| -0.4% | -$1.11K | 0.05% | 345 |
|
|
2023
Q1 | $257K | Sell |
2,924
-19
| -0.6% | -$1.67K | 0.06% | 321 |
|
|
2022
Q4 | $250K | Sell |
2,943
-125
| -4% | -$10.6K | 0.06% | 343 |
|
|
2022
Q3 | $242K | Sell |
3,068
-557
| -15% | -$43.9K | 0.06% | 324 |
|
|
2022
Q2 | $278K | Sell |
3,625
-250
| -6% | -$19.2K | 0.07% | 287 |
|
|
2022
Q1 | $339K | Buy |
3,875
+298
| +8% | +$26.1K | 0.07% | 282 |
|
|
2021
Q4 | $351K | Sell |
3,577
-19
| -0.5% | -$1.86K | 0.08% | 279 |
|
|
2021
Q3 | $350K | Buy |
3,596
+896
| +33% | +$87.2K | 0.08% | 268 |
|
|
2021
Q2 | $248K | Buy |
+2,700
| New | +$248K | 0.06% | 331 |
|
|
2020
Q1 | – | Sell |
-3,133
| Closed | -$157K | – | 976 |
|
|
2019
Q4 | $157K | Buy |
3,133
+1,601
| +105% | +$80.2K | 0.04% | 391 |
|
|
2019
Q3 | $65K | Sell |
1,532
-335
| -18% | -$14.2K | 0.02% | 602 |
|
|
2019
Q2 | $81K | Buy |
1,867
+538
| +40% | +$23.3K | 0.02% | 559 |
|
|
2019
Q1 | $56K | Buy |
+1,329
| New | +$56K | 0.03% | 519 |
|