Signature Estate & Investment 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 | $713K | Sell |
5,063
-1,748
| -26% | -$246K | 0.02% | 291 |
|
|
2025
Q1 | $795K | Sell |
6,811
-500
| -7% | -$58.3K | 0.02% | 254 |
|
|
2024
Q4 | $919K | Buy |
7,311
+114
| +2% | +$14.3K | 0.02% | 233 |
|
|
2024
Q3 | $750K | Sell |
7,197
-551
| -7% | -$57.4K | 0.02% | 242 |
|
|
2024
Q2 | $753K | Buy |
7,748
+1,297
| +20% | +$126K | 0.02% | 239 |
|
|
2024
Q1 | $607K | Sell |
6,451
-6,119
| -49% | -$576K | 0.02% | 110 |
|
|
2023
Q4 | $1.17M | Sell |
12,570
-482,807
| -97% | -$45M | 0.03% | 94 |
|
|
2023
Q3 | $40.5M | Buy |
495,377
+24,369
| +5% | +$1.99M | 1.37% | 26 |
|
|
2023
Q2 | $40.2M | Buy |
471,008
+28,627
| +6% | +$2.44M | 1.33% | 27 |
|
|
2023
Q1 | $38.8M | Sell |
442,381
-16,716
| -4% | -$1.47M | 1.36% | 27 |
|
|
2022
Q4 | $39M | Buy |
459,097
+1,084
| +0.2% | +$92.2K | 1.4% | 25 |
|
|
2022
Q3 | $36.2M | Sell |
458,013
-22,017
| -5% | -$1.74M | 1.7% | 21 |
|
|
2022
Q2 | $36.5M | Buy |
480,030
+48,260
| +11% | +$3.67M | 1.84% | 20 |
|
|
2022
Q1 | $37.7M | Buy |
+431,770
| New | +$37.7M | 1.73% | 23 |
|
|
2017
Q2 | – | Sell |
-5,640
| Closed | -$242K | – | 168 |
|
|
2017
Q1 | $242K | Buy |
+5,640
| New | +$242K | 0.03% | 135 |
|
|
2016
Q2 | – | Sell |
-4,062
| Closed | -$102K | – | 165 |
|
|
2016
Q1 | $102K | Sell |
4,062
-9,102
| -69% | -$229K | 0.02% | 122 |
|
|
2015
Q4 | $419K | Sell |
13,164
-7,305
| -36% | -$233K | 0.07% | 87 |
|
|
2015
Q3 | $645K | Sell |
20,469
-269,510
| -93% | -$8.49M | 0.13% | 70 |
|
|
2015
Q2 | $11.2M | Buy |
289,979
+26,488
| +10% | +$1.03M | 2.51% | 13 |
|
|
2015
Q1 | $9.4M | Buy |
263,491
+60,645
| +30% | +$2.16M | 2.48% | 15 |
|
|
2014
Q4 | $7.87M | Buy |
202,846
+37,701
| +23% | +$1.46M | 2.62% | 16 |
|
|
2014
Q3 | $5.71M | Buy |
+165,145
| New | +$5.71M | 2.04% | 22 |
|