United Capital 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 | $5.85M | Sell |
41,546
-222
| -0.5% | -$31.3K | 0.05% | 257 |
|
|
2025
Q1 | $4.87M | Buy |
41,768
+1,978
| +5% | +$231K | 0.04% | 273 |
|
|
2024
Q4 | $5M | Buy |
39,790
+337
| +0.9% | +$42.4K | 0.04% | 259 |
|
|
2024
Q3 | $4.11M | Sell |
39,453
-359
| -0.9% | -$37.4K | 0.03% | 296 |
|
|
2024
Q2 | $3.87M | Buy |
39,812
+1,566
| +4% | +$152K | 0.03% | 299 |
|
|
2024
Q1 | $3.6M | Sell |
38,246
-793
| -2% | -$74.7K | 0.03% | 329 |
|
|
2023
Q4 | $3.64M | Buy |
39,039
+22,859
| +141% | +$2.13M | 0.03% | 327 |
|
|
2023
Q3 | $1.32M | Sell |
16,180
-1,744
| -10% | -$142K | 0.01% | 470 |
|
|
2023
Q2 | $1.53M | Sell |
17,924
-964
| -5% | -$82.3K | 0.01% | 477 |
|
|
2023
Q1 | $1.66M | Sell |
18,888
-103
| -0.5% | -$9.04K | 0.01% | 477 |
|
|
2022
Q4 | $1.61M | Buy |
18,991
+3,001
| +19% | +$255K | 0.01% | 521 |
|
|
2022
Q3 | $1.26M | Sell |
15,990
-1,548
| -9% | -$122K | 0.01% | 563 |
|
|
2022
Q2 | $1.33M | Buy |
17,538
+625
| +4% | +$47.5K | 0.01% | 574 |
|
|
2022
Q1 | $1.48M | Buy |
16,913
+5,330
| +46% | +$466K | 0.01% | 584 |
|
|
2021
Q4 | $1.14M | Buy |
11,583
+1,433
| +14% | +$141K | 0.01% | 648 |
|
|
2021
Q3 | $988K | Sell |
10,150
-669
| -6% | -$65.1K | ﹤0.01% | 682 |
|
|
2021
Q2 | $992K | Sell |
10,819
-1,932
| -15% | -$177K | 0.01% | 701 |
|
|
2021
Q1 | $990K | Sell |
12,751
-597
| -4% | -$46.4K | 0.01% | 674 |
|
|
2020
Q4 | $915K | Sell |
13,348
-852
| -6% | -$58.4K | 0.01% | 693 |
|
|
2020
Q3 | $687K | Sell |
14,200
-769
| -5% | -$37.2K | ﹤0.01% | 752 |
|
|
2020
Q2 | $723K | Sell |
14,969
-2,929
| -16% | -$141K | 0.01% | 748 |
|
|
2020
Q1 | $609K | Sell |
17,898
-8,683
| -33% | -$295K | 0.01% | 751 |
|
|
2019
Q4 | $1.36M | Buy |
26,581
+14,776
| +125% | +$755K | 0.01% | 686 |
|
|
2019
Q3 | $504K | Sell |
11,805
-17,525
| -60% | -$748K | ﹤0.01% | 943 |
|
|
2019
Q2 | $1.29M | Sell |
29,330
-373
| -1% | -$16.3K | 0.01% | 730 |
|
|
2019
Q1 | $1.25M | Buy |
29,703
+3,943
| +15% | +$166K | 0.01% | 712 |
|
|
2018
Q4 | $1.02M | Buy |
25,760
+5,021
| +24% | +$199K | 0.01% | 716 |
|
|
2018
Q3 | $966K | Buy |
20,739
+100
| +0.5% | +$4.66K | 0.01% | 793 |
|
|
2018
Q2 | $978K | Sell |
20,639
-27,094
| -57% | -$1.28M | 0.01% | 772 |
|
|
2018
Q1 | $2.58M | Buy |
47,733
+8,050
| +20% | +$434K | 0.02% | 525 |
|
|
2017
Q4 | $2.09M | Buy |
39,683
+6,229
| +19% | +$328K | 0.02% | 577 |
|
|
2017
Q3 | $1.61M | Buy |
33,454
+2,314
| +7% | +$111K | 0.01% | 635 |
|
|
2017
Q2 | $1.39M | Sell |
31,140
-5,518
| -15% | -$246K | 0.01% | 673 |
|
|
2017
Q1 | $1.57M | Buy |
36,658
+2,380
| +7% | +$102K | 0.01% | 622 |
|
|
2016
Q4 | $1.45M | Buy |
34,278
+10,134
| +42% | +$428K | 0.01% | 637 |
|
|
2016
Q3 | $774K | Sell |
24,144
-1,943
| -7% | -$62.3K | 0.01% | 842 |
|
|
2016
Q2 | $678K | Sell |
26,087
-3,295
| -11% | -$85.6K | 0.01% | 841 |
|
|
2016
Q1 | $735K | Buy |
29,382
+2,561
| +10% | +$64.1K | 0.01% | 781 |
|
|
2015
Q4 | $853K | Buy |
26,821
+2,737
| +11% | +$87K | 0.01% | 734 |
|
|
2015
Q3 | $759K | Buy |
24,084
+665
| +3% | +$21K | 0.01% | 766 |
|
|
2015
Q2 | $908K | Sell |
23,419
-968
| -4% | -$37.5K | 0.01% | 745 |
|
|
2015
Q1 | $910K | Buy |
24,387
+8,098
| +50% | +$302K | 0.01% | 746 |
|
|
2014
Q4 | $632K | Buy |
16,289
+1,758
| +12% | +$68.2K | 0.01% | 753 |
|
|
2014
Q3 | $502K | Sell |
14,531
-944
| -6% | -$32.6K | 0.01% | 794 |
|
|
2014
Q2 | $500K | Buy |
15,475
+2,229
| +17% | +$72K | 0.01% | 683 |
|
|
2014
Q1 | $413K | Buy |
+13,246
| New | +$413K | 0.01% | 682 |
|
|
2013
Q4 | – | Sell |
-9,454
| Closed | -$255K | – | 718 |
|
|
2013
Q3 | $255K | Sell |
9,454
-612
| -6% | -$16.5K | 0.01% | 588 |
|
|
2013
Q2 | $246K | Buy |
+10,066
| New | +$246K | 0.01% | 630 |
|