Strategic Wealth Partners’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 | $727K | Buy |
+5,159
| New | +$727K | 0.06% | 176 |
|
|
2024
Q4 | $709K | Sell |
5,184
-720
| -12% | -$98.5K | 0.06% | 172 |
|
|
2024
Q3 | $615K | Buy |
5,904
+289
| +5% | +$30.1K | 0.06% | 182 |
|
|
2024
Q2 | $546K | Sell |
5,615
-504
| -8% | -$49K | 0.06% | 189 |
|
|
2024
Q1 | $576K | Buy |
6,119
+1,028
| +20% | +$96.8K | 0.06% | 182 |
|
|
2023
Q4 | $475K | Sell |
5,091
-415
| -8% | -$38.7K | 0.06% | 191 |
|
|
2023
Q3 | $450K | Buy |
5,506
+244
| +5% | +$19.9K | 0.06% | 211 |
|
|
2023
Q2 | $449K | Buy |
5,262
+170
| +3% | +$14.5K | 0.06% | 214 |
|
|
2023
Q1 | $447K | Sell |
5,092
-1,140
| -18% | -$100K | 0.07% | 185 |
|
|
2022
Q4 | $530K | Buy |
6,232
+1,014
| +19% | +$86.2K | 0.1% | 167 |
|
|
2022
Q3 | $412K | Buy |
5,218
+710
| +16% | +$56.1K | 0.09% | 191 |
|
|
2022
Q2 | $343K | Sell |
4,508
-510
| -10% | -$38.8K | 0.07% | 184 |
|
|
2022
Q1 | $439K | Buy |
5,018
+350
| +7% | +$30.6K | 0.09% | 186 |
|
|
2021
Q4 | $458K | Buy |
4,668
+319
| +7% | +$31.3K | 0.09% | 202 |
|
|
2021
Q3 | $423K | Buy |
4,349
+1,689
| +63% | +$164K | 0.12% | 182 |
|
|
2021
Q2 | $244K | Hold |
2,660
| – | – | 0.08% | 204 |
|
|
2021
Q1 | $207K | Sell |
2,660
-300
| -10% | -$23.3K | 0.08% | 181 |
|
|
2020
Q4 | $203K | Buy |
+2,960
| New | +$203K | 0.09% | 173 |
|
|
2020
Q2 | – | Sell |
-4,841
| Closed | -$248K | – | 157 |
|
|
2020
Q1 | $248K | Hold |
4,841
| – | – | 0.13% | 123 |
|
|
2019
Q4 | $247K | Sell |
4,841
-5,036
| -51% | -$257K | 0.13% | 123 |
|
|
2019
Q3 | $214K | Sell |
9,877
-13,551
| -58% | -$294K | 1.1% | 21 |
|
|
2019
Q2 | $1.03M | Buy |
23,428
+2,250
| +11% | +$98.6K | 0.5% | 57 |
|
|
2019
Q1 | $919K | Buy |
21,178
+4,578
| +28% | +$199K | 0.42% | 74 |
|
|
2018
Q4 | $705K | Buy |
+16,600
| New | +$705K | 0.36% | 79 |
|
|
2018
Q3 | – | Sell |
-51
| Closed | -$2K | – | 677 |
|
|
2018
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 704 |
|
|
2018
Q1 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 691 |
|