Sandy Cove 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 | $5.07M | Buy |
36,023
+33
| +0.1% | +$4.65K | 1.83% | 15 |
|
|
2025
Q1 | $4.2M | Buy |
35,990
+17
| +0% | +$1.98K | 1.69% | 16 |
|
|
2024
Q4 | $4.52M | Buy |
35,973
+141
| +0.4% | +$17.7K | 1.78% | 15 |
|
|
2024
Q3 | $3.74M | Buy |
35,832
+113
| +0.3% | +$11.8K | 1.52% | 16 |
|
|
2024
Q2 | $3.47M | Buy |
35,719
+215
| +0.6% | +$20.9K | 1.55% | 16 |
|
|
2024
Q1 | $3.34M | Sell |
35,504
-18,075
| -34% | -$1.7M | 1.54% | 16 |
|
|
2023
Q4 | $5M | Sell |
53,579
-3,172
| -6% | -$296K | 2.56% | 10 |
|
|
2023
Q3 | $4.63M | Buy |
56,751
+20
| +0% | +$1.63K | 2.68% | 11 |
|
|
2023
Q2 | $4.84M | Sell |
56,731
-5,997
| -10% | -$512K | 2.76% | 10 |
|
|
2023
Q1 | $5.51M | Buy |
62,728
+14
| +0% | +$1.23K | 3.99% | 9 |
|
|
2022
Q4 | $5.33M | Buy |
62,714
+16
| +0% | +$1.36K | 4.3% | 7 |
|
|
2022
Q3 | $4.95M | Buy |
62,698
+15
| +0% | +$1.19K | 4.46% | 7 |
|
|
2022
Q2 | $4.77M | Buy |
62,683
+58,769
| +1,502% | +$4.47M | 4.33% | 7 |
|
|
2022
Q1 | $342K | Buy |
3,914
+1,754
| +81% | +$153K | 0.28% | 52 |
|
|
2021
Q4 | $212K | Buy |
+2,160
| New | +$212K | 0.18% | 71 |
|