Transamerica Financial Advisors’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 | $745K | Sell |
5,293
-238
| -4% | -$33.5K | 0.07% | 175 |
|
|
2025
Q1 | $646K | Buy |
5,531
+146
| +3% | +$17.1K | 0.07% | 185 |
|
|
2024
Q4 | $677K | Sell |
5,385
-1,339
| -20% | -$168K | 0.07% | 178 |
|
|
2024
Q3 | $701K | Sell |
6,724
-500
| -7% | -$52.1K | 0.07% | 178 |
|
|
2024
Q2 | $703K | Hold |
7,224
| – | – | 0.08% | 160 |
|
|
2024
Q1 | $681K | Sell |
7,224
-129
| -2% | -$12.2K | 0.07% | 178 |
|
|
2023
Q4 | $686K | Sell |
7,353
-4,425
| -38% | -$413K | 0.09% | 144 |
|
|
2023
Q3 | $962K | Sell |
11,778
-822
| -7% | -$67.1K | 0.13% | 133 |
|
|
2023
Q2 | $1.08M | Buy |
12,600
+226
| +2% | +$19.3K | 0.14% | 136 |
|
|
2023
Q1 | $1.09M | Buy |
12,374
+357
| +3% | +$31.4K | 0.14% | 118 |
|
|
2022
Q4 | $1.02M | Buy |
+12,017
| New | +$1.02M | 0.15% | 129 |
|
|
2016
Q2 | – | Sell |
-1,593
| Closed | -$40K | – | 588 |
|
|
2016
Q1 | $40K | Sell |
1,593
-137
| -8% | -$3.44K | ﹤0.01% | 393 |
|
|
2015
Q4 | $56K | Hold |
1,730
| – | – | ﹤0.01% | 395 |
|
|
2015
Q3 | $55K | Sell |
1,730
-7,488
| -81% | -$238K | ﹤0.01% | 375 |
|
|
2015
Q2 | $358K | Buy |
9,218
+7,548
| +452% | +$293K | 0.03% | 267 |
|
|
2015
Q1 | $60K | Sell |
1,670
-19,815
| -92% | -$712K | ﹤0.01% | 416 |
|
|
2014
Q4 | $834K | Buy |
21,485
+20,017
| +1,364% | +$777K | 0.07% | 142 |
|
|
2014
Q3 | $51K | Hold |
1,468
| – | – | ﹤0.01% | 342 |
|
|
2014
Q2 | $48K | Hold |
1,468
| – | – | ﹤0.01% | 373 |
|
|
2014
Q1 | $46K | Hold |
1,468
| – | – | ﹤0.01% | 352 |
|
|
2013
Q4 | $47K | Hold |
1,468
| – | – | 0.01% | 348 |
|
|
2013
Q3 | $40K | Hold |
1,468
| – | – | 0.01% | 341 |
|
|
2013
Q2 | $36K | Buy |
+1,468
| New | +$36K | 0.01% | 319 |
|