Summit Financial’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 | $6.55M | Sell |
46,531
-1,233
| -3% | -$174K | 0.15% | 122 |
|
|
2025
Q1 | $5.57M | Sell |
47,764
-1,301
| -3% | -$152K | 0.16% | 129 |
|
|
2024
Q4 | $6.17M | Sell |
49,065
-353
| -0.7% | -$44.4K | 0.22% | 87 |
|
|
2024
Q3 | $5.15M | Buy |
49,418
+2,950
| +6% | +$308K | 0.2% | 89 |
|
|
2024
Q2 | $4.52M | Buy |
46,468
+18,829
| +68% | +$1.83M | 0.21% | 85 |
|
|
2024
Q1 | $2.6M | Sell |
27,639
-269
| -1% | -$25.3K | 0.15% | 87 |
|
|
2023
Q4 | $2.6M | Sell |
27,908
-22,527
| -45% | -$2.1M | 0.17% | 80 |
|
|
2023
Q3 | $4.12M | Buy |
50,435
+9,174
| +22% | +$749K | 0.3% | 46 |
|
|
2023
Q2 | $3.52M | Buy |
41,261
+27,634
| +203% | +$2.36M | 0.26% | 53 |
|
|
2023
Q1 | $1.2M | Buy |
13,627
+452
| +3% | +$39.7K | 0.1% | 102 |
|
|
2022
Q4 | $1.12M | Buy |
13,175
+4,425
| +51% | +$376K | 0.11% | 101 |
|
|
2022
Q3 | $691K | Buy |
8,750
+4,306
| +97% | +$340K | 0.07% | 143 |
|
|
2022
Q2 | $338K | Sell |
4,444
-912
| -17% | -$69.4K | 0.03% | 189 |
|
|
2022
Q1 | $468K | Buy |
5,356
+91
| +2% | +$7.95K | 0.04% | 181 |
|
|
2021
Q4 | $517K | Buy |
5,265
+1,830
| +53% | +$180K | 0.04% | 163 |
|
|
2021
Q3 | $334K | Buy |
+3,435
| New | +$334K | 0.03% | 177 |
|