Stratos Wealth 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 | $1.09M | Sell |
7,710
-51
| -0.7% | -$7.18K | 0.06% | 295 |
|
|
2025
Q1 | $905K | Sell |
7,761
-943
| -11% | -$110K | 0.05% | 316 |
|
|
2024
Q4 | $1.09M | Sell |
8,704
-1,922
| -18% | -$242K | 0.05% | 316 |
|
|
2024
Q3 | $1.11M | Buy |
10,626
+388
| +4% | +$40.4K | 0.05% | 333 |
|
|
2024
Q2 | $995K | Buy |
10,238
+7
| +0.1% | +$680 | 0.05% | 335 |
|
|
2024
Q1 | $963K | Sell |
10,231
-475
| -4% | -$44.7K | 0.06% | 332 |
|
|
2023
Q4 | $998K | Buy |
10,706
+661
| +7% | +$61.6K | 0.06% | 327 |
|
|
2023
Q3 | $820K | Buy |
+10,045
| New | +$820K | 0.05% | 346 |
|
|
2022
Q2 | – | Sell |
-3,138
| Closed | -$274K | – | 541 |
|
|
2022
Q1 | $274K | Sell |
3,138
-3,274
| -51% | -$286K | 0.02% | 456 |
|
|
2021
Q4 | $629K | Buy |
6,412
+672
| +12% | +$65.9K | 0.05% | 351 |
|
|
2021
Q3 | $559K | Sell |
5,740
-613
| -10% | -$59.7K | 0.05% | 337 |
|
|
2021
Q2 | $583K | Sell |
6,353
-74
| -1% | -$6.79K | 0.05% | 330 |
|
|
2021
Q1 | $499K | Sell |
6,427
-878
| -12% | -$68.2K | 0.05% | 312 |
|
|
2020
Q4 | $501K | Buy |
7,305
+771
| +12% | +$52.9K | 0.07% | 248 |
|
|
2020
Q3 | $316K | Buy |
6,534
+111
| +2% | +$5.37K | 0.08% | 244 |
|
|
2020
Q2 | $310K | Sell |
6,423
-640
| -9% | -$30.9K | 0.1% | 203 |
|
|
2020
Q1 | $240K | Buy |
7,063
+39
| +0.6% | +$1.33K | 0.17% | 128 |
|
|
2019
Q4 | $359K | Buy |
7,024
+605
| +9% | +$30.9K | 0.2% | 113 |
|
|
2019
Q3 | $274K | Sell |
6,419
-127
| -2% | -$5.42K | 0.1% | 194 |
|
|
2019
Q2 | $287K | Sell |
6,546
-119
| -2% | -$5.22K | 0.11% | 186 |
|
|
2019
Q1 | $281K | Sell |
6,665
-249
| -4% | -$10.5K | 0.15% | 165 |
|
|
2018
Q4 | $274K | Buy |
+6,914
| New | +$274K | 0.18% | 147 |
|