SteelPeak Wealth’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 | $3.47M | Sell |
24,667
-36,450
| -60% | -$5.13M | 0.13% | 122 |
|
|
2025
Q1 | $7.13M | Buy |
61,117
+39,772
| +186% | +$4.64M | 0.3% | 77 |
|
|
2024
Q4 | $2.68M | Sell |
21,345
-35,993
| -63% | -$4.53M | 0.11% | 141 |
|
|
2024
Q3 | $5.98M | Buy |
57,338
+35,852
| +167% | +$3.74M | 0.26% | 76 |
|
|
2024
Q2 | $2.09M | Sell |
21,486
-73,452
| -77% | -$7.14M | 0.1% | 151 |
|
|
2024
Q1 | $8.94M | Buy |
94,938
+5,965
| +7% | +$562K | 0.45% | 53 |
|
|
2023
Q4 | $8.3M | Buy |
88,973
+72,541
| +441% | +$6.76M | 0.48% | 55 |
|
|
2023
Q3 | $1.34M | Sell |
16,432
-11,385
| -41% | -$930K | 0.08% | 162 |
|
|
2023
Q2 | $2.38M | Buy |
+27,817
| New | +$2.38M | 0.14% | 106 |
|
|
2022
Q4 | – | Sell |
-4,021
| Closed | -$318K | – | 432 |
|
|
2022
Q3 | $318K | Sell |
4,021
-3,886
| -49% | -$307K | 0.02% | 309 |
|
|
2022
Q2 | $601K | Sell |
7,907
-1,121
| -12% | -$85.2K | 0.04% | 228 |
|
|
2022
Q1 | $789K | Buy |
9,028
+2,049
| +29% | +$179K | 0.04% | 203 |
|
|
2021
Q4 | $685K | Sell |
6,979
-2,427
| -26% | -$238K | 0.04% | 207 |
|
|
2021
Q3 | $915K | Sell |
9,406
-4,303
| -31% | -$419K | 0.06% | 166 |
|
|
2021
Q2 | $1.26M | Sell |
13,709
-6,369
| -32% | -$584K | 0.09% | 148 |
|
|
2021
Q1 | $1.56M | Sell |
20,078
-1,115
| -5% | -$86.6K | 0.12% | 119 |
|
|
2020
Q4 | $1.45M | Sell |
21,193
-1,499
| -7% | -$103K | 0.13% | 123 |
|
|
2020
Q3 | $1.1M | Sell |
22,692
-15,597
| -41% | -$754K | 0.12% | 130 |
|
|
2020
Q2 | $1.85M | Buy |
38,289
+20,302
| +113% | +$980K | 0.23% | 85 |
|
|
2020
Q1 | $612K | Sell |
17,987
-948
| -5% | -$32.3K | 0.1% | 140 |
|
|
2019
Q4 | $968K | Buy |
+18,935
| New | +$968K | 0.13% | 132 |
|