Sound Income Strategies’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 | $194K | Buy |
1,380
+264
| +24% | +$37.2K | 0.01% | 279 |
|
|
2025
Q1 | $130K | Buy |
1,116
+43
| +4% | +$5.02K | 0.01% | 356 |
|
|
2024
Q4 | $135K | Buy |
1,073
+66
| +7% | +$8.29K | 0.01% | 308 |
|
|
2024
Q3 | $105K | Sell |
1,007
-38
| -4% | -$3.96K | 0.01% | 337 |
|
|
2024
Q2 | $102K | Sell |
1,045
-2
| -0.2% | -$194 | 0.01% | 329 |
|
|
2024
Q1 | $98.6K | Buy |
1,047
+78
| +8% | +$7.35K | 0.01% | 311 |
|
|
2023
Q4 | $90.4K | Sell |
969
-14
| -1% | -$1.31K | 0.01% | 302 |
|
|
2023
Q3 | $80.3K | Sell |
983
-45
| -4% | -$3.68K | 0.01% | 234 |
|
|
2023
Q2 | $87.8K | Buy |
1,028
+57
| +6% | +$4.87K | 0.01% | 230 |
|
|
2023
Q1 | $85.2K | Sell |
971
-115
| -11% | -$10.1K | 0.01% | 220 |
|
|
2022
Q4 | $92.3K | Buy |
1,086
+291
| +37% | +$24.7K | 0.01% | 203 |
|
|
2022
Q3 | $63K | Buy |
795
+452
| +132% | +$35.8K | 0.01% | 213 |
|
|
2022
Q2 | $26K | Buy |
343
+151
| +79% | +$11.4K | ﹤0.01% | 312 |
|
|
2022
Q1 | $17K | Buy |
192
+4
| +2% | +$354 | ﹤0.01% | 383 |
|
|
2021
Q4 | $18K | Hold |
188
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $18K | Buy |
188
+1
| +0.5% | +$96 | ﹤0.01% | 362 |
|
|
2021
Q2 | $17K | Buy |
187
+110
| +143% | +$10K | ﹤0.01% | 380 |
|
|
2021
Q1 | $5.98K | Buy |
77
+58
| +305% | +$4.5K | ﹤0.01% | 587 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 797 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 760 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 719 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 682 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 643 |
|
|
2019
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 608 |
|
|
2019
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 609 |
|
|
2019
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 612 |
|
|
2018
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 605 |
|
|
2018
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 627 |
|
|
2018
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 566 |
|
|
2018
Q1 | $1K | Sell |
19
-9
| -32% | -$474 | ﹤0.01% | 534 |
|
|
2017
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 462 |
|