SVB Wealth’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 | $691K | Buy |
+4,902
| New | +$691K | 0.04% | 262 |
|
|
2025
Q1 | – | Sell |
-16,333
| Closed | -$2.05M | – | 1678 |
|
|
2024
Q4 | $2.05M | Buy |
+16,333
| New | +$2.05M | 0.04% | 226 |
|
|
2024
Q3 | – | Sell |
-15,462
| Closed | -$1.5M | – | 385 |
|
|
2024
Q2 | $1.5M | Sell |
15,462
-3,447
| -18% | -$335K | 0.04% | 263 |
|
|
2024
Q1 | $1.78M | Sell |
18,909
-49
| -0.3% | -$4.61K | 0.04% | 263 |
|
|
2023
Q4 | $1.77M | Buy |
18,958
+336
| +2% | +$31.3K | 0.04% | 254 |
|
|
2023
Q3 | $1.52M | Buy |
18,622
+442
| +2% | +$36.1K | 0.03% | 264 |
|
|
2023
Q2 | $1.55M | Sell |
18,180
-3,556
| -16% | -$304K | 0.03% | 272 |
|
|
2023
Q1 | $1.91M | Sell |
21,736
-407
| -2% | -$35.7K | 0.03% | 274 |
|
|
2022
Q4 | $1.88M | Sell |
22,143
-950
| -4% | -$80.8K | 0.03% | 278 |
|
|
2022
Q3 | $1.82M | Buy |
23,093
+3,479
| +18% | +$275K | 0.03% | 266 |
|
|
2022
Q2 | $1.49M | Buy |
19,614
+3,585
| +22% | +$273K | 0.02% | 252 |
|
|
2022
Q1 | $1.4M | Buy |
16,029
+332
| +2% | +$29K | 0.02% | 275 |
|
|
2021
Q4 | $1.54M | Sell |
15,697
-47,283
| -75% | -$4.64M | 0.03% | 250 |
|
|
2021
Q3 | $6.13M | Sell |
62,980
-404
| -0.6% | -$39.3K | 0.08% | 151 |
|
|
2021
Q2 | $5.81M | Buy |
63,384
+1,238
| +2% | +$113K | 0.07% | 158 |
|
|
2021
Q1 | $4.83M | Buy |
62,146
+29,452
| +90% | +$2.29M | 0.07% | 160 |
|
|
2020
Q4 | $2.24M | Buy |
32,694
+5,862
| +22% | +$402K | 0.03% | 219 |
|
|
2020
Q3 | $1.3M | Buy |
26,832
+5,017
| +23% | +$243K | 0.02% | 257 |
|
|
2020
Q2 | $1.05M | Buy |
21,815
+1,815
| +9% | +$87.7K | 0.02% | 264 |
|
|
2020
Q1 | $680K | Buy |
20,000
+8,310
| +71% | +$283K | 0.02% | 274 |
|
|
2019
Q4 | $598K | Buy |
11,690
+3,108
| +36% | +$159K | 0.01% | 379 |
|
|
2019
Q3 | $366K | Buy |
8,582
+683
| +9% | +$29.1K | 0.01% | 413 |
|
|
2019
Q2 | $346K | Sell |
7,899
-968
| -11% | -$42.4K | 0.01% | 426 |
|
|
2019
Q1 | $374K | Sell |
8,867
-304
| -3% | -$12.8K | 0.01% | 325 |
|
|
2018
Q4 | $364K | Sell |
9,171
-957
| -9% | -$38K | 0.02% | 330 |
|
|
2018
Q3 | $472K | Sell |
10,128
-561
| -5% | -$26.1K | 0.02% | 340 |
|
|
2018
Q2 | $507K | Sell |
10,689
-2,177
| -17% | -$103K | 0.02% | 328 |
|
|
2018
Q1 | $694K | Sell |
12,866
-1,538
| -11% | -$83K | 0.03% | 313 |
|
|
2017
Q4 | $756K | Sell |
14,404
-3,220
| -18% | -$169K | 0.03% | 298 |
|
|
2017
Q3 | $849K | Sell |
17,624
-1,420
| -7% | -$68.4K | 0.03% | 283 |
|
|
2017
Q2 | $849K | Sell |
19,044
-589
| -3% | -$26.3K | 0.03% | 280 |
|
|
2017
Q1 | $841K | Buy |
19,633
+776
| +4% | +$33.2K | 0.03% | 274 |
|
|
2016
Q4 | $797K | Sell |
18,857
-893
| -5% | -$37.7K | 0.03% | 276 |
|
|
2016
Q3 | $633K | Buy |
19,750
+867
| +5% | +$27.8K | 0.03% | 304 |
|
|
2016
Q2 | $491K | Sell |
18,883
-9,292
| -33% | -$242K | 0.02% | 349 |
|
|
2016
Q1 | $705K | Sell |
28,175
-5,073
| -15% | -$127K | 0.03% | 300 |
|
|
2015
Q4 | $1.06M | Sell |
33,248
-138,499
| -81% | -$4.41M | 0.04% | 261 |
|
|
2015
Q3 | $5.41M | Sell |
171,747
-3,030
| -2% | -$95.4K | 0.21% | 118 |
|
|
2015
Q2 | $6.78M | Buy |
174,777
+3,709
| +2% | +$144K | 0.22% | 113 |
|
|
2015
Q1 | $6.11M | Buy |
171,068
+20,378
| +14% | +$727K | 0.2% | 128 |
|
|
2014
Q4 | $5.85M | Buy |
+150,690
| New | +$5.85M | 0.19% | 127 |
|