Soltis 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 | $753K | Buy |
5,348
+2,094
| +64% | +$295K | 0.06% | 204 |
|
|
2025
Q1 | $380K | Buy |
3,254
+18
| +0.6% | +$2.1K | 0.03% | 272 |
|
|
2024
Q4 | $407K | Buy |
3,236
+918
| +40% | +$115K | 0.04% | 255 |
|
|
2024
Q3 | $242K | Buy |
+2,318
| New | +$242K | 0.02% | 314 |
|
|
2023
Q3 | – | Sell |
-2,625
| Closed | -$224K | – | 272 |
|
|
2023
Q2 | $224K | Buy |
2,625
+170
| +7% | +$14.5K | 0.03% | 238 |
|
|
2023
Q1 | $216K | Buy |
2,455
+34
| +1% | +$2.99K | 0.03% | 242 |
|
|
2022
Q4 | $206K | Buy |
+2,421
| New | +$206K | 0.03% | 235 |
|