Ulland Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-675
| Closed | -$63K | – | 243 |
|
|
2023
Q4 | $63K | Sell |
675
-366
| -35% | -$34.2K | 0.06% | 94 |
|
|
2023
Q3 | $85K | Sell |
1,041
-167
| -14% | -$13.6K | 0.09% | 80 |
|
|
2023
Q2 | $103K | Hold |
1,208
| – | – | 0.11% | 77 |
|
|
2023
Q1 | $106K | Sell |
1,208
-67
| -5% | -$5.88K | 0.12% | 66 |
|
|
2022
Q4 | $108K | Hold |
1,275
| – | – | 0.13% | 68 |
|
|
2022
Q3 | $101K | Sell |
1,275
-3,200
| -72% | -$253K | 0.11% | 67 |
|
|
2022
Q2 | $340K | Sell |
4,475
-1,500
| -25% | -$114K | 0.35% | 48 |
|
|
2022
Q1 | $522K | Sell |
5,975
-2,900
| -33% | -$253K | 0.39% | 42 |
|
|
2021
Q4 | $871K | Buy |
+8,875
| New | +$871K | 0.56% | 38 |
|