Strategic Advisors’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 | $2.52M | Buy |
17,875
+227
| +1% | +$32K | 0.5% | 45 |
|
|
2025
Q1 | $2.06M | Sell |
17,648
-426
| -2% | -$49.7K | 0.4% | 50 |
|
|
2024
Q4 | $2.27M | Buy |
18,074
+1,690
| +10% | +$212K | 0.41% | 51 |
|
|
2024
Q3 | $1.71M | Buy |
16,384
+6
| +0% | +$625 | 0.32% | 73 |
|
|
2024
Q2 | $1.59M | Sell |
16,378
-100
| -0.6% | -$9.72K | 0.31% | 70 |
|
|
2024
Q1 | $1.55M | Sell |
16,478
-293
| -2% | -$27.6K | 0.31% | 74 |
|
|
2023
Q4 | $1.56M | Sell |
16,771
-141
| -0.8% | -$13.1K | 0.3% | 74 |
|
|
2023
Q3 | $1.38M | Buy |
16,912
+8
| +0% | +$653 | 0.27% | 78 |
|
|
2023
Q2 | $1.44M | Buy |
16,904
+7
| +0% | +$598 | 0.28% | 74 |
|
|
2023
Q1 | $1.48M | Buy |
16,897
+6
| +0% | +$527 | 0.3% | 70 |
|
|
2022
Q4 | $1.44M | Buy |
16,891
+7
| +0% | +$595 | 0.32% | 70 |
|
|
2022
Q3 | $1.33M | Buy |
16,884
+174
| +1% | +$13.7K | 0.3% | 77 |
|
|
2022
Q2 | $1.27M | Buy |
16,710
+6
| +0% | +$456 | 0.27% | 81 |
|
|
2022
Q1 | $1.46M | Buy |
+16,704
| New | +$1.46M | 0.25% | 82 |
|