Tradition Wealth Management’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 | $397K | Buy |
2,815
+634
| +29% | +$89.3K | 0.03% | 303 |
|
|
2025
Q1 | $254K | Buy |
2,181
+279
| +15% | +$32.5K | 0.02% | 366 |
|
|
2024
Q4 | $239K | Buy |
+1,902
| New | +$239K | 0.02% | 367 |
|
|
2024
Q1 | – | Sell |
-997
| Closed | -$93K | – | 885 |
|
|
2023
Q4 | $93K | Sell |
997
-146
| -13% | -$13.6K | 0.01% | 494 |
|
|
2023
Q3 | $93K | Sell |
1,143
-306
| -21% | -$24.9K | 0.01% | 455 |
|
|
2023
Q2 | $124K | Sell |
1,449
-2,472
| -63% | -$212K | 0.01% | 410 |
|
|
2023
Q1 | $344K | Buy |
3,921
+210
| +6% | +$18.4K | 0.04% | 221 |
|
|
2022
Q4 | $316K | Sell |
3,711
-24
| -0.6% | -$2.04K | 0.04% | 216 |
|
|
2022
Q3 | $295K | Sell |
3,735
-750
| -17% | -$59.2K | 0.04% | 210 |
|
|
2022
Q2 | $341K | Sell |
4,485
-816
| -15% | -$62K | 0.05% | 197 |
|
|
2022
Q1 | $463K | Buy |
5,301
+2,261
| +74% | +$197K | 0.06% | 198 |
|
|
2021
Q4 | $298K | Buy |
3,040
+138
| +5% | +$13.5K | 0.04% | 244 |
|
|
2021
Q3 | $282K | Buy |
2,902
+1,886
| +186% | +$183K | 0.04% | 230 |
|
|
2021
Q2 | $93K | Hold |
1,016
| – | – | 0.01% | 406 |
|
|
2021
Q1 | $79K | Hold |
1,016
| – | – | 0.01% | 354 |
|
|
2020
Q4 | $70K | Buy |
+1,016
| New | +$70K | 0.01% | 346 |
|