U.S. Capital Wealth 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 | $1.85M | Sell |
13,140
-15,097
| -53% | -$2.13M | 0.05% | 317 |
|
|
2025
Q1 | $3.29M | Buy |
28,237
+6,526
| +30% | +$761K | 0.1% | 208 |
|
|
2024
Q4 | $2.73M | Sell |
21,711
-430
| -2% | -$54.1K | 0.08% | 244 |
|
|
2024
Q3 | $2.31M | Buy |
22,141
+456
| +2% | +$47.5K | 0.08% | 227 |
|
|
2024
Q2 | $2.11M | Buy |
21,685
+386
| +2% | +$37.5K | 0.08% | 232 |
|
|
2024
Q1 | $2.01M | Sell |
21,299
-412
| -2% | -$38.8K | 0.08% | 234 |
|
|
2023
Q4 | $2.02M | Sell |
21,711
-16,434
| -43% | -$1.53M | 0.08% | 227 |
|
|
2023
Q3 | $3.12M | Buy |
38,145
+8,830
| +30% | +$721K | 0.14% | 140 |
|
|
2023
Q2 | $2.5M | Sell |
29,315
-513
| -2% | -$43.8K | 0.12% | 173 |
|
|
2023
Q1 | $2.62M | Buy |
29,828
+13,159
| +79% | +$1.16M | 0.12% | 163 |
|
|
2022
Q4 | $1.42M | Buy |
16,669
+3
| +0% | +$255 | 0.07% | 270 |
|
|
2022
Q3 | $1.32M | Sell |
16,666
-25,899
| -61% | -$2.05M | 0.07% | 277 |
|
|
2022
Q2 | $3.24M | Sell |
42,565
-65,733
| -61% | -$5M | 0.14% | 149 |
|
|
2022
Q1 | $9.47M | Buy |
108,298
+65,936
| +156% | +$5.76M | 0.35% | 59 |
|
|
2021
Q4 | $4.16M | Sell |
42,362
-400
| -0.9% | -$39.3K | 0.16% | 135 |
|
|
2021
Q3 | $4.16M | Buy |
+42,762
| New | +$4.16M | 0.18% | 130 |
|