Telemus Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.5M | Buy |
80,439
+16,002
| +25% | +$1.49M | 0.62% | 45 |
|
|
2023
Q3 | $5.26M | Sell |
64,437
-26,275
| -29% | -$2.15M | 0.49% | 58 |
|
|
2023
Q2 | $7.75M | Buy |
90,712
+641
| +0.7% | +$54.7K | 0.65% | 39 |
|
|
2023
Q1 | $7.91M | Buy |
90,071
+98
| +0.1% | +$8.6K | 0.7% | 35 |
|
|
2022
Q4 | $7.88M | Buy |
89,973
+18
| +0% | +$1.58K | 0.72% | 34 |
|
|
2022
Q3 | $7.11M | Buy |
89,955
+55
| +0.1% | +$4.35K | 0.73% | 36 |
|
|
2022
Q2 | $6.84M | Sell |
89,900
-1,549
| -2% | -$118K | 0.66% | 41 |
|
|
2022
Q1 | $7.99M | Sell |
91,449
-624
| -0.7% | -$54.5K | 0.7% | 42 |
|
|
2021
Q4 | $9.04M | Sell |
92,073
-157
| -0.2% | -$15.4K | 0.73% | 36 |
|
|
2021
Q3 | $8.98M | Buy |
92,230
+893
| +1% | +$86.9K | 0.76% | 34 |
|
|
2021
Q2 | $8.38M | Sell |
91,337
-216
| -0.2% | -$19.8K | 0.6% | 40 |
|
|
2021
Q1 | $7.14M | Sell |
91,553
-2,012
| -2% | -$157K | 0.49% | 48 |
|
|
2020
Q4 | $6.41M | Sell |
93,565
-580
| -0.6% | -$39.7K | 0.48% | 49 |
|
|
2020
Q3 | $4.88M | Sell |
94,145
-947
| -1% | -$49.1K | 0.36% | 61 |
|
|
2020
Q2 | $4.74M | Sell |
95,092
-1,838
| -2% | -$91.5K | 0.37% | 62 |
|
|
2020
Q1 | $4.28M | Buy |
96,930
+715
| +0.7% | +$31.6K | 0.35% | 68 |
|
|
2019
Q4 | $4.92M | Sell |
96,215
-2,567
| -3% | -$131K | 0.38% | 64 |
|
|
2019
Q3 | $4.22M | Buy |
98,782
+174
| +0.2% | +$7.43K | 0.34% | 69 |
|
|
2019
Q2 | $3.99M | Buy |
98,608
+21,740
| +28% | +$880K | 0.35% | 65 |
|
|
2019
Q1 | $3.24M | Buy |
+76,868
| New | +$3.24M | 0.25% | 89 |
|