Semmax Financial 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 | $78.5K | Hold |
544
| – | – | 0.02% | 165 |
|
|
2025
Q1 | $66.7K | Hold |
544
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $74.9K | Buy |
544
+25
| +5% | +$3.44K | 0.02% | 146 |
|
|
2024
Q3 | $69.1K | Hold |
519
| – | – | 0.02% | 139 |
|
|
2024
Q2 | $50.7K | Hold |
519
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $51.6K | Hold |
519
| – | – | 0.02% | 145 |
|
|
2023
Q4 | $44K | Hold |
519
| – | – | 0.02% | 147 |
|
|
2023
Q3 | $39.4K | Buy |
+519
| New | +$39.4K | 0.02% | 132 |
|
|
2022
Q4 | $50K | Hold |
519
| – | – | 0.02% | 114 |
|
|
2022
Q3 | $45K | Hold |
519
| – | – | 0.02% | 113 |
|
|
2022
Q2 | $47K | Hold |
519
| – | – | 0.02% | 114 |
|
|
2022
Q1 | $45K | Hold |
519
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $51K | Hold |
519
| – | – | 0.02% | 126 |
|
|
2021
Q3 | $51K | Hold |
519
| – | – | 0.02% | 122 |
|
|
2021
Q2 | $48K | Hold |
519
| – | – | 0.02% | 124 |
|
|
2021
Q1 | $40K | Hold |
519
| – | – | 0.01% | 134 |
|
|
2020
Q4 | $36K | Hold |
519
| – | – | 0.01% | 132 |
|
|
2020
Q3 | $25K | Sell |
519
-159
| -23% | -$7.66K | 0.01% | 132 |
|
|
2020
Q2 | $33K | Hold |
678
| – | – | 0.02% | 124 |
|
|
2020
Q1 | $23K | Hold |
678
| – | – | 0.01% | 129 |
|
|
2019
Q4 | $35K | Hold |
678
| – | – | 0.02% | 128 |
|
|
2019
Q3 | $29K | Sell |
678
-52
| -7% | -$2.22K | 0.02% | 131 |
|
|
2019
Q2 | $32K | Sell |
730
-284
| -28% | -$12.4K | 0.02% | 136 |
|
|
2019
Q1 | $43K | Sell |
1,014
-214
| -17% | -$9.08K | 0.03% | 202 |
|
|
2018
Q4 | $49K | Buy |
+1,228
| New | +$49K | 0.04% | 191 |
|