Stolper & Co’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 | $3.49M | Buy |
24,780
+172
| +0.7% | +$24.2K | 1.15% | 30 |
|
|
2025
Q1 | $2.87M | Buy |
24,608
+85
| +0.3% | +$9.92K | 0.94% | 32 |
|
|
2024
Q4 | $3.08M | Sell |
24,523
-9
| -0% | -$1.13K | 1.03% | 30 |
|
|
2024
Q3 | $2.56M | Sell |
24,532
-256
| -1% | -$26.7K | 0.84% | 34 |
|
|
2024
Q2 | $2.41M | Buy |
24,788
+210
| +0.9% | +$20.4K | 0.85% | 33 |
|
|
2024
Q1 | $2.31M | Buy |
24,578
+2,255
| +10% | +$212K | 0.83% | 34 |
|
|
2023
Q4 | $2.08M | Sell |
22,323
-2,282
| -9% | -$213K | 0.84% | 32 |
|
|
2023
Q3 | $2.01M | Buy |
24,605
+662
| +3% | +$54.1K | 0.87% | 33 |
|
|
2023
Q2 | $2.05M | Buy |
23,943
+378
| +2% | +$32.3K | 0.86% | 32 |
|
|
2023
Q1 | $2.07M | Buy |
23,565
+398
| +2% | +$34.9K | 0.89% | 34 |
|
|
2022
Q4 | $1.97M | Sell |
23,167
-4,108
| -15% | -$349K | 0.86% | 36 |
|
|
2022
Q3 | $2.16M | Buy |
27,275
+2,048
| +8% | +$162K | 1.06% | 33 |
|
|
2022
Q2 | $1.92M | Buy |
25,227
+1,387
| +6% | +$106K | 0.9% | 39 |
|
|
2022
Q1 | $2.08M | Buy |
+23,840
| New | +$2.08M | 0.88% | 38 |
|