Smith Salley 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 | $3.01M | Sell |
21,370
-306
| -1% | -$43.1K | 0.17% | 85 |
|
|
2025
Q1 | $2.53M | Buy |
21,676
+737
| +4% | +$86K | 0.17% | 93 |
|
|
2024
Q4 | $2.63M | Buy |
20,939
+239
| +1% | +$30K | 0.17% | 87 |
|
|
2024
Q3 | $2.16M | Buy |
20,700
+4,493
| +28% | +$468K | 0.14% | 103 |
|
|
2024
Q2 | $1.58M | Buy |
16,207
+378
| +2% | +$36.7K | 0.11% | 107 |
|
|
2024
Q1 | $1.49M | Sell |
15,829
-655
| -4% | -$61.7K | 0.12% | 108 |
|
|
2023
Q4 | $1.54M | Buy |
16,484
+4,573
| +38% | +$426K | 0.1% | 121 |
|
|
2023
Q3 | $973K | Buy |
+11,911
| New | +$973K | 0.07% | 129 |
|