Sigma Planning Corp’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 | $4.6M | Buy |
32,690
+286
| +0.9% | +$40.3K | 0.14% | 153 |
|
|
2025
Q1 | $3.78M | Buy |
32,404
+2,592
| +9% | +$302K | 0.12% | 178 |
|
|
2024
Q4 | $3.75M | Sell |
29,812
-3,453
| -10% | -$434K | 0.12% | 175 |
|
|
2024
Q3 | $3.47M | Sell |
33,265
-1,765
| -5% | -$184K | 0.11% | 193 |
|
|
2024
Q2 | $3.4M | Sell |
35,030
-4,649
| -12% | -$452K | 0.11% | 191 |
|
|
2024
Q1 | $3.74M | Buy |
39,679
+20,857
| +111% | +$1.96M | 0.12% | 183 |
|
|
2023
Q4 | $1.76M | Sell |
18,822
-23,292
| -55% | -$2.17M | 0.14% | 158 |
|
|
2023
Q3 | $3.44M | Buy |
42,114
+1,110
| +3% | +$90.7K | 0.13% | 162 |
|
|
2023
Q2 | $3.5M | Sell |
41,004
-5,098
| -11% | -$435K | 0.13% | 163 |
|
|
2023
Q1 | $4.05M | Buy |
46,102
+633
| +1% | +$55.6K | 0.13% | 163 |
|
|
2022
Q4 | $3.87M | Sell |
45,469
-1,262
| -3% | -$107K | 0.14% | 160 |
|
|
2022
Q3 | $3.69M | Buy |
46,731
+941
| +2% | +$74.3K | 0.14% | 159 |
|
|
2022
Q2 | $3.48M | Sell |
45,790
-529
| -1% | -$40.2K | 0.12% | 174 |
|
|
2022
Q1 | $4.05M | Buy |
46,319
+7,127
| +18% | +$623K | 0.12% | 181 |
|
|
2021
Q4 | $3.85M | Buy |
39,192
+6,996
| +22% | +$687K | 0.11% | 195 |
|
|
2021
Q3 | $3.13M | Buy |
32,196
+13,713
| +74% | +$1.33M | 0.09% | 227 |
|
|
2021
Q2 | $1.7M | Buy |
18,483
+7,230
| +64% | +$663K | 0.05% | 368 |
|
|
2021
Q1 | $874K | Buy |
11,253
+2,669
| +31% | +$207K | 0.03% | 552 |
|
|
2020
Q4 | $588K | Buy |
8,584
+180
| +2% | +$12.3K | 0.02% | 625 |
|
|
2020
Q3 | $406K | Sell |
8,404
-2,287
| -21% | -$110K | 0.02% | 670 |
|
|
2020
Q2 | $516K | Buy |
10,691
+1,312
| +14% | +$63.3K | 0.02% | 578 |
|
|
2020
Q1 | $319K | Sell |
9,379
-527
| -5% | -$17.9K | 0.02% | 619 |
|
|
2019
Q4 | $506K | Sell |
9,906
-146
| -1% | -$7.46K | 0.02% | 587 |
|
|
2019
Q3 | $429K | Sell |
10,052
-48
| -0.5% | -$2.05K | 0.02% | 630 |
|
|
2019
Q2 | $443K | Buy |
10,100
+971
| +11% | +$42.6K | 0.02% | 585 |
|
|
2019
Q1 | $385K | Buy |
9,129
+495
| +6% | +$20.9K | 0.02% | 585 |
|
|
2018
Q4 | $342K | Buy |
8,634
+1,023
| +13% | +$40.5K | 0.02% | 546 |
|
|
2018
Q3 | $354K | Buy |
7,611
+86
| +1% | +$4K | 0.02% | 613 |
|
|
2018
Q2 | $357K | Buy |
7,525
+256
| +4% | +$12.1K | 0.02% | 570 |
|
|
2018
Q1 | $392K | Buy |
7,269
+300
| +4% | +$16.2K | 0.03% | 508 |
|
|
2017
Q4 | $366K | Buy |
6,969
+2,785
| +67% | +$146K | 0.03% | 526 |
|
|
2017
Q3 | $202K | Sell |
4,184
-2,108
| -34% | -$102K | 0.02% | 765 |
|
|
2017
Q2 | $280K | Sell |
6,292
-343
| -5% | -$15.3K | 0.03% | 592 |
|
|
2017
Q1 | $284K | Buy |
+6,635
| New | +$284K | 0.03% | 591 |
|
|
2016
Q1 | – | Sell |
-12,886
| Closed | -$410K | – | 739 |
|
|
2015
Q4 | $410K | Sell |
12,886
-758
| -6% | -$24.1K | 0.06% | 372 |
|
|
2015
Q3 | $430K | Sell |
13,644
-135
| -1% | -$4.26K | 0.07% | 337 |
|
|
2015
Q2 | $535K | Buy |
13,779
+1,201
| +10% | +$46.6K | 0.07% | 313 |
|
|
2015
Q1 | $449K | Buy |
12,578
+4,500
| +56% | +$161K | 0.06% | 374 |
|
|
2014
Q4 | $313K | Buy |
+8,078
| New | +$313K | 0.04% | 487 |
|