Tradewinds LLC’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 | – | Sell |
-61,246
| Closed | -$7.15M | – | 196 |
|
|
2025
Q1 | $7.15M | Buy |
61,246
+328
| +0.5% | +$38.3K | 2.02% | 13 |
|
|
2024
Q4 | $8.34M | Buy |
60,918
+3,104
| +5% | +$425K | 2.32% | 10 |
|
|
2024
Q3 | $6.03M | Buy |
57,814
+2,662
| +5% | +$277K | 1.86% | 16 |
|
|
2024
Q2 | $5.36M | Buy |
+55,152
| New | +$5.36M | 1.65% | 16 |
|
|
2023
Q3 | $3.85M | Buy |
47,120
+2,993
| +7% | +$244K | 2.26% | 18 |
|
|
2023
Q2 | $3.77M | Buy |
44,127
+1,731
| +4% | +$148K | 2.22% | 20 |
|
|
2023
Q1 | $3.72M | Buy |
+42,396
| New | +$3.72M | 2.26% | 18 |
|
|
2022
Q4 | – | Sell |
-40,758
| Closed | -$3.22M | – | 179 |
|
|
2022
Q3 | $3.22M | Sell |
40,758
-545
| -1% | -$43.1K | 2.34% | 14 |
|
|
2022
Q2 | $3.14M | Buy |
+41,303
| New | +$3.14M | 2.14% | 17 |
|