Snowden Capital 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 | $2.03M | Sell |
14,441
-1,115
| -7% | -$157K | 0.06% | 304 |
|
|
2025
Q1 | $1.81M | Sell |
15,556
-1,169
| -7% | -$136K | 0.06% | 326 |
|
|
2024
Q4 | $2.1M | Sell |
16,725
-672
| -4% | -$84.5K | 0.07% | 286 |
|
|
2024
Q3 | $1.81M | Buy |
17,397
+2,229
| +15% | +$232K | 0.05% | 349 |
|
|
2024
Q2 | $1.47M | Sell |
15,168
-1,374
| -8% | -$134K | 0.04% | 399 |
|
|
2024
Q1 | $1.56M | Buy |
16,542
+3,890
| +31% | +$366K | 0.05% | 386 |
|
|
2023
Q4 | $1.18M | Sell |
12,652
-46,330
| -79% | -$4.32M | 0.04% | 402 |
|
|
2023
Q3 | $2.33M | Buy |
58,982
+41,376
| +235% | +$1.64M | 0.1% | 251 |
|
|
2023
Q2 | $1.5M | Sell |
17,606
-381
| -2% | -$32.5K | 0.05% | 359 |
|
|
2023
Q1 | $1.58M | Sell |
17,987
-1,587
| -8% | -$139K | 0.06% | 341 |
|
|
2022
Q4 | $1.66M | Sell |
19,574
-2,242
| -10% | -$191K | 0.07% | 322 |
|
|
2022
Q3 | $1.72M | Sell |
21,816
-1,249
| -5% | -$98.6K | 0.08% | 294 |
|
|
2022
Q2 | $1.75M | Sell |
23,065
-424
| -2% | -$32.2K | 0.08% | 279 |
|
|
2022
Q1 | $2.05M | Buy |
23,489
+19,411
| +476% | +$1.7M | 0.08% | 274 |
|
|
2021
Q4 | $400K | Sell |
4,078
-10,648
| -72% | -$1.04M | 0.02% | 504 |
|
|
2021
Q3 | $1.43M | Sell |
14,726
-1,497
| -9% | -$146K | 0.07% | 310 |
|
|
2021
Q2 | $1.49M | Buy |
16,223
+5,533
| +52% | +$507K | 0.07% | 306 |
|
|
2021
Q1 | $830K | Buy |
10,690
+5,171
| +94% | +$402K | 0.05% | 383 |
|
|
2020
Q4 | $378K | Buy |
+5,519
| New | +$378K | 0.02% | 488 |
|
|
2019
Q1 | – | Sell |
-5,450
| Closed | -$216K | – | 503 |
|
|
2018
Q4 | $216K | Buy |
+5,450
| New | +$216K | 0.03% | 437 |
|
|
2017
Q2 | – | Sell |
-5,645
| Closed | -$242K | – | 360 |
|
|
2017
Q1 | $242K | Buy |
+5,645
| New | +$242K | 0.05% | 300 |
|