Stratos 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 | $3.23M | Sell |
22,931
-194
| -0.8% | -$27.3K | 0.04% | 374 |
|
|
2025
Q1 | $2.7M | Sell |
23,125
-2,550
| -10% | -$298K | 0.04% | 377 |
|
|
2024
Q4 | $3.23M | Sell |
25,675
-2,215
| -8% | -$278K | 0.05% | 354 |
|
|
2024
Q3 | $2.91M | Buy |
27,890
+2,316
| +9% | +$241K | 0.04% | 370 |
|
|
2024
Q2 | $2.49M | Sell |
25,574
-508
| -2% | -$49.4K | 0.04% | 395 |
|
|
2024
Q1 | $2.46M | Sell |
26,082
-4,400
| -14% | -$414K | 0.04% | 397 |
|
|
2023
Q4 | $2.84M | Buy |
30,482
+1,052
| +4% | +$98.1K | 0.05% | 327 |
|
|
2023
Q3 | $2.4M | Buy |
29,430
+8,226
| +39% | +$672K | 0.05% | 344 |
|
|
2023
Q2 | $1.81M | Buy |
21,204
+2,686
| +15% | +$229K | 0.04% | 367 |
|
|
2023
Q1 | $1.63M | Sell |
18,518
-1,442
| -7% | -$127K | 0.04% | 368 |
|
|
2022
Q4 | $1.7M | Sell |
19,960
-1,103
| -5% | -$93.8K | 0.04% | 380 |
|
|
2022
Q3 | $1.66M | Buy |
21,063
+242
| +1% | +$19.1K | 0.05% | 348 |
|
|
2022
Q2 | $1.58M | Buy |
20,821
+708
| +4% | +$53.9K | 0.04% | 367 |
|
|
2022
Q1 | $1.76M | Buy |
20,113
+2,589
| +15% | +$226K | 0.04% | 390 |
|
|
2021
Q4 | $1.72M | Buy |
17,524
+1,675
| +11% | +$164K | 0.04% | 396 |
|
|
2021
Q3 | $1.54M | Buy |
15,849
+241
| +2% | +$23.4K | 0.04% | 382 |
|
|
2021
Q2 | $1.43M | Buy |
15,608
+632
| +4% | +$57.9K | 0.04% | 437 |
|
|
2021
Q1 | $1.16M | Buy |
14,976
+1,699
| +13% | +$132K | 0.03% | 460 |
|
|
2020
Q4 | $910K | Buy |
13,277
+1,229
| +10% | +$84.2K | 0.03% | 473 |
|
|
2020
Q3 | $583K | Buy |
12,048
+923
| +8% | +$44.7K | 0.02% | 571 |
|
|
2020
Q2 | $537K | Sell |
11,125
-1,613
| -13% | -$77.9K | 0.02% | 572 |
|
|
2020
Q1 | $433K | Buy |
12,738
+433
| +4% | +$14.7K | 0.02% | 569 |
|
|
2019
Q4 | $629K | Sell |
12,305
-5,386
| -30% | -$275K | 0.02% | 525 |
|
|
2019
Q3 | $755K | Sell |
17,691
-272
| -2% | -$11.6K | 0.03% | 454 |
|
|
2019
Q2 | $787K | Sell |
17,963
-29,158
| -62% | -$1.28M | 0.03% | 434 |
|
|
2019
Q1 | $1.99M | Sell |
47,121
-792
| -2% | -$33.4K | 0.09% | 230 |
|
|
2018
Q4 | $1.9M | Sell |
47,913
-4,952
| -9% | -$196K | 0.1% | 218 |
|
|
2018
Q3 | $2.46M | Buy |
52,865
+2,452
| +5% | +$114K | 0.11% | 194 |
|
|
2018
Q2 | $2.39M | Buy |
50,413
+2,147
| +4% | +$102K | 0.11% | 210 |
|
|
2018
Q1 | $2.6M | Buy |
48,266
+5,150
| +12% | +$278K | 0.11% | 198 |
|
|
2017
Q4 | $2.26M | Buy |
43,116
+7,031
| +19% | +$369K | 0.1% | 209 |
|
|
2017
Q3 | $1.74M | Buy |
36,085
+17,090
| +90% | +$823K | 0.08% | 239 |
|
|
2017
Q2 | $846K | Buy |
18,995
+3,218
| +20% | +$143K | 0.04% | 325 |
|
|
2017
Q1 | $676K | Buy |
15,777
+614
| +4% | +$26.3K | 0.04% | 353 |
|
|
2016
Q4 | $641K | Buy |
15,163
+6,178
| +69% | +$261K | 0.04% | 334 |
|
|
2016
Q3 | $288K | Buy |
8,985
+1,138
| +15% | +$36.5K | 0.02% | 504 |
|
|
2016
Q2 | $204K | Sell |
7,847
-3,511
| -31% | -$91.3K | 0.02% | 566 |
|
|
2016
Q1 | $284K | Buy |
+11,358
| New | +$284K | 0.02% | 425 |
|
|
2015
Q3 | – | Sell |
-5,769
| Closed | -$224K | – | 584 |
|
|
2015
Q2 | $224K | Sell |
5,769
-821
| -12% | -$31.9K | 0.03% | 439 |
|
|
2015
Q1 | $235K | Buy |
6,590
+1,245
| +23% | +$44.4K | 0.03% | 496 |
|
|
2014
Q4 | $207K | Buy |
+5,345
| New | +$207K | 0.04% | 440 |
|