Strategic Blueprint’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 | $907K | Sell |
6,442
-146
| -2% | -$20.6K | 0.04% | 316 |
|
|
2025
Q1 | $769K | Buy |
6,588
+72
| +1% | +$8.4K | 0.04% | 335 |
|
|
2024
Q4 | $819K | Sell |
6,516
-432
| -6% | -$54.3K | 0.05% | 302 |
|
|
2024
Q3 | $724K | Sell |
6,948
-76
| -1% | -$7.92K | 0.05% | 317 |
|
|
2024
Q2 | $683K | Buy |
7,024
+183
| +3% | +$17.8K | 0.05% | 309 |
|
|
2024
Q1 | $644K | Sell |
6,841
-75
| -1% | -$7.06K | 0.05% | 333 |
|
|
2023
Q4 | $645K | Sell |
6,916
-492
| -7% | -$45.9K | 0.05% | 311 |
|
|
2023
Q3 | $605K | Buy |
7,408
+191
| +3% | +$15.6K | 0.06% | 301 |
|
|
2023
Q2 | $616K | Sell |
7,217
-126
| -2% | -$10.8K | 0.06% | 279 |
|
|
2023
Q1 | $645K | Buy |
7,343
+32
| +0.4% | +$2.81K | 0.07% | 264 |
|
|
2022
Q4 | $622K | Sell |
7,311
-620
| -8% | -$52.7K | 0.07% | 255 |
|
|
2022
Q3 | $627K | Buy |
7,931
+2
| +0% | +$158 | 0.08% | 245 |
|
|
2022
Q2 | $603K | Sell |
7,929
-157
| -2% | -$11.9K | 0.07% | 244 |
|
|
2022
Q1 | $707K | Sell |
8,086
-214
| -3% | -$18.7K | 0.08% | 230 |
|
|
2021
Q4 | $815K | Sell |
8,300
-509
| -6% | -$50K | 0.1% | 195 |
|
|
2021
Q3 | $857K | Sell |
8,809
-316
| -3% | -$30.7K | 0.13% | 159 |
|
|
2021
Q2 | $837K | Buy |
9,125
+1,249
| +16% | +$115K | 0.13% | 150 |
|
|
2021
Q1 | $612K | Sell |
7,876
-721
| -8% | -$56K | 0.13% | 143 |
|
|
2020
Q4 | $589K | Buy |
8,597
+2,114
| +33% | +$145K | 0.15% | 124 |
|
|
2020
Q3 | $313K | Buy |
+6,483
| New | +$313K | 0.1% | 169 |
|