Rehmann Capital Advisory 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 | $867K | Buy |
6,158
+493
| +9% | +$69.4K | 0.05% | 243 |
|
|
2025
Q1 | $661K | Buy |
5,665
+143
| +3% | +$16.7K | 0.04% | 297 |
|
|
2024
Q4 | $694K | Buy |
5,522
+616
| +13% | +$77.5K | 0.04% | 272 |
|
|
2024
Q3 | $511K | Sell |
4,906
-33
| -0.7% | -$3.44K | 0.03% | 334 |
|
|
2024
Q2 | $480K | Buy |
4,939
+83
| +2% | +$8.07K | 0.03% | 333 |
|
|
2024
Q1 | $457K | Sell |
4,856
-181
| -4% | -$17K | 0.03% | 336 |
|
|
2023
Q4 | $470K | Sell |
5,037
-84
| -2% | -$7.83K | 0.04% | 324 |
|
|
2023
Q3 | $418K | Sell |
5,121
-558
| -10% | -$45.6K | 0.04% | 330 |
|
|
2023
Q2 | $485K | Sell |
5,679
-58
| -1% | -$4.95K | 0.04% | 312 |
|
|
2023
Q1 | $504K | Sell |
5,737
-41
| -0.7% | -$3.6K | 0.05% | 300 |
|
|
2022
Q4 | $491K | Sell |
5,778
-409
| -7% | -$34.8K | 0.05% | 299 |
|
|
2022
Q3 | $489K | Sell |
6,187
-163
| -3% | -$12.9K | 0.05% | 289 |
|
|
2022
Q2 | $483K | Sell |
6,350
-368
| -5% | -$28K | 0.05% | 289 |
|
|
2022
Q1 | $587K | Sell |
6,718
-31
| -0.5% | -$2.71K | 0.06% | 282 |
|
|
2021
Q4 | $663K | Buy |
6,749
+146
| +2% | +$14.3K | 0.06% | 265 |
|
|
2021
Q3 | $643K | Sell |
6,603
-83
| -1% | -$8.08K | 0.06% | 269 |
|
|
2021
Q2 | $615K | Sell |
6,686
-145
| -2% | -$13.3K | 0.06% | 268 |
|
|
2021
Q1 | $531K | Buy |
6,831
+567
| +9% | +$44K | 0.05% | 278 |
|
|
2020
Q4 | $429K | Buy |
6,264
+1,779
| +40% | +$122K | 0.05% | 296 |
|
|
2020
Q3 | $217K | Buy |
4,485
+209
| +5% | +$10.1K | 0.03% | 388 |
|
|
2020
Q2 | $207K | Buy |
+4,276
| New | +$207K | 0.03% | 393 |
|
|
2019
Q3 | $113K | Sell |
2,649
-66
| -2% | -$2.82K | 0.01% | 418 |
|
|
2019
Q2 | $119K | Buy |
2,715
+137
| +5% | +$6K | 0.01% | 563 |
|
|
2019
Q1 | $109K | Buy |
2,578
+419
| +19% | +$17.7K | 0.01% | 567 |
|
|
2018
Q4 | $85.6K | Sell |
2,159
-255
| -11% | -$10.1K | 0.01% | 442 |
|
|
2018
Q3 | $112K | Sell |
2,414
-375
| -13% | -$17.5K | 0.02% | 553 |
|
|
2018
Q2 | $132K | Buy |
2,789
+351
| +14% | +$16.6K | 0.02% | 484 |
|
|
2018
Q1 | $132K | Buy |
+2,438
| New | +$132K | 0.02% | 473 |
|