Sittner & Nelson’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 | $61K | Hold |
433
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $50.5K | Sell |
433
-77
| -15% | -$8.98K | 0.02% | 237 |
|
|
2024
Q4 | $64.1K | Hold |
510
| – | – | 0.03% | 204 |
|
|
2024
Q3 | $53.2K | Hold |
510
| – | – | 0.02% | 224 |
|
|
2024
Q2 | $49.6K | Hold |
510
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $48K | Hold |
510
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $47.6K | Buy |
510
+177
| +53% | +$16.5K | 0.03% | 216 |
|
|
2023
Q3 | $27.2K | Hold |
333
| – | – | 0.02% | 255 |
|
|
2023
Q2 | $28.4K | Hold |
333
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $29.2K | Buy |
333
+225
| +208% | +$19.8K | 0.02% | 266 |
|
|
2022
Q4 | $9.18K | Hold |
108
| – | – | 0.01% | 352 |
|
|
2022
Q3 | $9K | Sell |
108
-231
| -68% | -$19.3K | 0.01% | 341 |
|
|
2022
Q2 | $26K | Buy |
+339
| New | +$26K | 0.02% | 264 |
|