Stonegate Investment Group’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 | $14.2M | Buy |
100,837
+236
| +0.2% | +$33.2K | 0.36% | 44 |
|
|
2025
Q1 | $11.7M | Buy |
100,601
+1,188
| +1% | +$139K | 0.31% | 47 |
|
|
2024
Q4 | $12.5M | Buy |
99,413
+526
| +0.5% | +$66.1K | 0.33% | 47 |
|
|
2024
Q3 | $10.3M | Buy |
98,887
+64,262
| +186% | +$6.7M | 0.27% | 50 |
|
|
2024
Q2 | $3.37M | Sell |
34,625
-1,391
| -4% | -$135K | 0.1% | 85 |
|
|
2024
Q1 | $3.39M | Sell |
36,016
-1,335
| -4% | -$126K | 0.11% | 88 |
|
|
2023
Q4 | $3.48M | Sell |
37,351
-31,643
| -46% | -$2.95M | 0.12% | 80 |
|
|
2023
Q3 | $5.63M | Sell |
68,994
-2,110
| -3% | -$172K | 0.2% | 58 |
|
|
2023
Q2 | $6.07M | Sell |
71,104
-672
| -0.9% | -$57.4K | 0.22% | 60 |
|
|
2023
Q1 | $6.3M | Sell |
71,776
-591
| -0.8% | -$51.9K | 0.24% | 58 |
|
|
2022
Q4 | $6.15M | Buy |
72,367
+65,681
| +982% | +$5.58M | 0.27% | 57 |
|
|
2022
Q3 | $528K | Buy |
6,686
+16
| +0.2% | +$1.26K | 0.02% | 179 |
|
|
2022
Q2 | $507K | Buy |
6,670
+690
| +12% | +$52.4K | 0.02% | 184 |
|
|
2022
Q1 | $523K | Sell |
5,980
-273
| -4% | -$23.9K | 0.02% | 174 |
|
|
2021
Q4 | $614K | Buy |
+6,253
| New | +$614K | 0.03% | 161 |
|