Resonant 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 | $1.09M | Buy |
7,753
+1,481
| +24% | +$209K | 0.07% | 153 |
|
|
2025
Q1 | $732K | Buy |
6,272
+110
| +2% | +$12.8K | 0.05% | 169 |
|
|
2024
Q4 | $775K | Buy |
6,162
+216
| +4% | +$27.2K | 0.06% | 168 |
|
|
2024
Q3 | $620K | Buy |
5,946
+178
| +3% | +$18.6K | 0.05% | 192 |
|
|
2024
Q2 | $561K | Buy |
5,768
+871
| +18% | +$84.7K | 0.05% | 191 |
|
|
2024
Q1 | $461K | Buy |
4,897
+2,346
| +92% | +$221K | 0.04% | 204 |
|
|
2023
Q4 | $238K | Sell |
2,551
-242
| -9% | -$22.6K | 0.02% | 266 |
|
|
2023
Q3 | $228K | Sell |
2,793
-69
| -2% | -$5.64K | 0.02% | 247 |
|
|
2023
Q2 | $244K | Buy |
2,862
+192
| +7% | +$16.4K | 0.03% | 234 |
|
|
2023
Q1 | $234K | Sell |
2,670
-918
| -26% | -$80.6K | 0.03% | 226 |
|
|
2022
Q4 | $305K | Buy |
+3,588
| New | +$305K | 0.04% | 210 |
|
|
2022
Q2 | – | Sell |
-2,463
| Closed | -$214K | – | 254 |
|
|
2022
Q1 | $214K | Buy |
+2,463
| New | +$214K | 0.03% | 213 |
|