Silvia McColl Wealth Management’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 | $573K | Hold |
4,071
| – | – | 0.42% | 58 |
|
|
2025
Q1 | $475K | Sell |
4,071
-488
| -11% | -$56.9K | 0.36% | 65 |
|
|
2024
Q4 | $573K | Sell |
4,559
-263
| -5% | -$33.1K | 0.43% | 54 |
|
|
2024
Q3 | $503K | Sell |
4,822
-243
| -5% | -$25.3K | 0.38% | 62 |
|
|
2024
Q2 | $492K | Sell |
5,065
-250
| -5% | -$24.3K | 0.41% | 56 |
|
|
2024
Q1 | $487K | Hold |
5,315
| – | – | 0.42% | 59 |
|
|
2023
Q4 | $496K | Hold |
5,315
| – | – | 0.45% | 52 |
|
|
2023
Q3 | $434K | Hold |
5,315
| – | – | 0.43% | 56 |
|
|
2023
Q2 | $454K | Hold |
5,315
| – | – | 0.42% | 57 |
|
|
2023
Q1 | $467K | Sell |
5,315
-410
| -7% | -$36K | 0.46% | 55 |
|
|
2022
Q4 | $487K | Buy |
+5,725
| New | +$487K | 0.48% | 55 |
|