Segment Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
3,815
-10
| -0.3% | -$1.41K | 0.03% | 201 |
|
|
2025
Q1 | $446K | Buy |
3,825
+1,292
| +51% | +$151K | 0.03% | 203 |
|
|
2024
Q4 | $318K | Buy |
2,533
+28
| +1% | +$3.52K | 0.02% | 220 |
|
|
2024
Q3 | $261K | Hold |
2,505
| – | – | 0.02% | 237 |
|
|
2024
Q2 | $243K | Sell |
2,505
-110
| -4% | -$10.7K | 0.02% | 231 |
|
|
2024
Q1 | $246K | Buy |
2,615
+374
| +17% | +$35.2K | 0.02% | 225 |
|
|
2023
Q4 | $209K | Buy |
+2,241
| New | +$209K | 0.02% | 240 |
|
|
2022
Q2 | – | Sell |
-3,028
| Closed | -$265K | – | 240 |
|
|
2022
Q1 | $265K | Buy |
3,028
+41
| +1% | +$3.59K | 0.03% | 218 |
|
|
2021
Q4 | $293K | Buy |
+2,987
| New | +$293K | 0.03% | 210 |
|