San Luis Wealth 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
Q1 | – | Sell |
-6,990
| Closed | -$879K | – | 152 |
|
|
2024
Q4 | $879K | Buy |
6,990
+419
| +6% | +$52.7K | 0.17% | 64 |
|
|
2024
Q3 | $685K | Buy |
6,571
+3,427
| +109% | +$357K | 0.14% | 76 |
|
|
2024
Q2 | $306K | Buy |
+3,144
| New | +$306K | 0.07% | 97 |
|
|
2022
Q2 | – | Sell |
-14,244
| Closed | -$1.4M | – | 298 |
|
|
2022
Q1 | $1.4M | Buy |
+14,244
| New | +$1.4M | 0.68% | 34 |
|