Samalin Investment Counsel’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 | $371K | Sell |
2,632
-14
| -0.5% | -$1.97K | 0.14% | 223 |
|
|
2025
Q1 | $309K | Sell |
2,646
-1,061
| -29% | -$124K | 0.13% | 237 |
|
|
2024
Q4 | $466K | Buy |
3,707
+7
| +0.2% | +$880 | 0.2% | 163 |
|
|
2024
Q3 | $386K | Sell |
3,700
-19
| -0.5% | -$1.98K | 0.17% | 197 |
|
|
2024
Q2 | $361K | Buy |
3,719
+276
| +8% | +$26.8K | 0.17% | 198 |
|
|
2024
Q1 | $324K | Sell |
3,443
-738
| -18% | -$69.5K | 0.15% | 205 |
|
|
2023
Q4 | $390K | Buy |
4,181
+91
| +2% | +$8.49K | 0.2% | 180 |
|
|
2023
Q3 | $334K | Sell |
4,090
-245
| -6% | -$20K | 0.19% | 159 |
|
|
2023
Q2 | $370K | Buy |
+4,335
| New | +$370K | 0.2% | 142 |
|
|
2020
Q1 | – | Sell |
-1,100
| Closed | -$56K | – | 386 |
|
|
2019
Q4 | $56K | Buy |
+1,100
| New | +$56K | 0.05% | 275 |
|