Steward Partners Investment Advisory’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 | $13.4M | Buy |
95,008
+162
| +0.2% | +$22.8K | 0.1% | 195 |
|
|
2025
Q1 | $11.1M | Buy |
94,846
+23,481
| +33% | +$2.74M | 0.1% | 209 |
|
|
2024
Q4 | $8.97M | Buy |
71,365
+5,038
| +8% | +$633K | 0.08% | 243 |
|
|
2024
Q3 | $6.91M | Buy |
66,327
+14,369
| +28% | +$1.5M | 0.06% | 294 |
|
|
2024
Q2 | $5.05M | Sell |
51,958
-23,787
| -31% | -$2.31M | 0.05% | 332 |
|
|
2024
Q1 | $7.13M | Buy |
75,745
+11,044
| +17% | +$1.04M | 0.08% | 261 |
|
|
2023
Q4 | $6.03M | Buy |
64,701
+9,310
| +17% | +$868K | 0.08% | 244 |
|
|
2023
Q3 | $4.52M | Buy |
55,391
+15,208
| +38% | +$1.24M | 0.07% | 278 |
|
|
2023
Q2 | $3.43M | Sell |
40,183
-1,660
| -4% | -$142K | 0.05% | 342 |
|
|
2023
Q1 | $3.67M | Sell |
41,843
-1,909
| -4% | -$168K | 0.06% | 320 |
|
|
2022
Q4 | $3.72M | Buy |
43,752
+3,641
| +9% | +$310K | 0.06% | 308 |
|
|
2022
Q3 | $3.17M | Sell |
40,111
-5,266
| -12% | -$416K | 0.06% | 321 |
|
|
2022
Q2 | $3.45M | Sell |
45,377
-3,463
| -7% | -$263K | 0.06% | 302 |
|
|
2022
Q1 | $4.27M | Buy |
48,840
+8,650
| +22% | +$756K | 0.07% | 296 |
|
|
2021
Q4 | $3.95M | Buy |
40,190
+2,225
| +6% | +$218K | 0.06% | 314 |
|
|
2021
Q3 | $3.69M | Buy |
37,965
+1,120
| +3% | +$109K | 0.06% | 310 |
|
|
2021
Q2 | $3.38M | Sell |
36,845
-1,432
| -4% | -$131K | 0.06% | 324 |
|
|
2021
Q1 | $2.97M | Buy |
38,277
+3,959
| +12% | +$307K | 0.05% | 341 |
|
|
2020
Q4 | $2.35M | Buy |
34,318
+11,986
| +54% | +$821K | 0.05% | 338 |
|
|
2020
Q3 | $1.08M | Buy |
22,332
+11,591
| +108% | +$561K | 0.03% | 467 |
|
|
2020
Q2 | $519K | Buy |
10,741
+805
| +8% | +$38.9K | 0.01% | 617 |
|
|
2020
Q1 | $337K | Buy |
9,936
+311
| +3% | +$10.5K | 0.01% | 656 |
|
|
2019
Q4 | $492K | Buy |
9,625
+145
| +2% | +$7.41K | 0.01% | 628 |
|
|
2019
Q3 | $404K | Buy |
9,480
+1,108
| +13% | +$47.2K | 0.01% | 646 |
|
|
2019
Q2 | $366K | Buy |
8,372
+2,282
| +37% | +$99.8K | 0.01% | 637 |
|
|
2019
Q1 | $257K | Sell |
6,090
-6,556
| -52% | -$277K | 0.01% | 681 |
|
|
2018
Q4 | $501K | Sell |
12,646
-176
| -1% | -$6.97K | 0.02% | 483 |
|
|
2018
Q3 | $597K | Sell |
12,822
-3,611
| -22% | -$168K | 0.03% | 463 |
|
|
2018
Q2 | $779K | Buy |
16,433
+505
| +3% | +$23.9K | 0.05% | 349 |
|
|
2018
Q1 | $859K | Buy |
15,928
+1,488
| +10% | +$80.2K | 0.06% | 290 |
|
|
2017
Q4 | $757K | Buy |
14,440
+10,465
| +263% | +$549K | 0.06% | 280 |
|
|
2017
Q3 | $191K | Buy |
3,975
+991
| +33% | +$47.6K | 0.02% | 443 |
|
|
2017
Q2 | $133K | Sell |
2,984
-4,175
| -58% | -$186K | 0.01% | 458 |
|
|
2017
Q1 | $306K | Buy |
+7,159
| New | +$306K | 0.05% | 266 |
|