Spire 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 | $1.23M | Sell |
8,754
-3,914
| -31% | -$551K | 0.04% | 323 |
|
|
2025
Q1 | $1.48M | Buy |
12,668
+1,010
| +9% | +$118K | 0.05% | 317 |
|
|
2024
Q4 | $1.47M | Buy |
11,658
+211
| +2% | +$26.5K | 0.05% | 306 |
|
|
2024
Q3 | $1.19M | Buy |
11,447
+68
| +0.6% | +$7.09K | 0.04% | 339 |
|
|
2024
Q2 | $1.11M | Sell |
11,379
-4,598
| -29% | -$447K | 0.04% | 326 |
|
|
2024
Q1 | $1.5M | Buy |
15,977
+1,354
| +9% | +$127K | 0.03% | 290 |
|
|
2023
Q4 | $1.25M | Sell |
14,623
-1,294
| -8% | -$110K | 0.04% | 316 |
|
|
2023
Q3 | $1.3M | Buy |
15,917
+3,978
| +33% | +$325K | 0.05% | 280 |
|
|
2023
Q2 | $1.02M | Sell |
11,939
-2,438
| -17% | -$208K | 0.04% | 347 |
|
|
2023
Q1 | $1.26M | Buy |
14,377
+5,058
| +54% | +$444K | 0.05% | 304 |
|
|
2022
Q4 | $792K | Buy |
9,319
+619
| +7% | +$52.6K | 0.04% | 270 |
|
|
2022
Q3 | $687K | Sell |
8,700
-6,417
| -42% | -$507K | 0.04% | 278 |
|
|
2022
Q2 | $1.15M | Sell |
15,117
-7,425
| -33% | -$565K | 0.05% | 303 |
|
|
2022
Q1 | $1.97M | Sell |
22,542
-88
| -0.4% | -$7.69K | 0.05% | 278 |
|
|
2021
Q4 | $2.23M | Buy |
22,630
+844
| +4% | +$83K | 0.05% | 293 |
|
|
2021
Q3 | $2.12M | Buy |
21,786
+1,867
| +9% | +$182K | 0.06% | 272 |
|
|
2021
Q2 | $1.83M | Buy |
19,919
+3,000
| +18% | +$275K | 0.05% | 308 |
|
|
2021
Q1 | $1.27M | Buy |
+16,919
| New | +$1.27M | 0.03% | 378 |
|