Univest Financial’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 | $349K | Buy |
2,480
+7
| +0.3% | +$986 | 0.02% | 214 |
|
|
2025
Q1 | $288K | Buy |
2,473
+2
| +0.1% | +$233 | 0.02% | 239 |
|
|
2024
Q4 | $311K | Buy |
2,471
+8
| +0.3% | +$1.01K | 0.02% | 239 |
|
|
2024
Q3 | $257K | Buy |
+2,463
| New | +$257K | 0.02% | 250 |
|
|
2022
Q4 | – | Sell |
-2,663
| Closed | -$210K | – | 110 |
|
|
2022
Q3 | $210K | Hold |
2,663
| – | – | 0.07% | 98 |
|
|
2022
Q2 | $203K | Sell |
2,663
-144
| -5% | -$11K | 0.07% | 99 |
|
|
2022
Q1 | $245K | Buy |
2,807
+94
| +3% | +$8.2K | 0.07% | 99 |
|
|
2021
Q4 | $266K | Buy |
2,713
+156
| +6% | +$15.3K | 0.07% | 97 |
|
|
2021
Q3 | $249K | Buy |
2,557
+50
| +2% | +$4.87K | 0.07% | 95 |
|
|
2021
Q2 | $230K | Buy |
+2,507
| New | +$230K | 0.06% | 105 |
|
|
2014
Q4 | – | Sell |
-5,887
| Closed | -$204K | – | 87 |
|
|
2014
Q3 | $204K | Buy |
+5,887
| New | +$204K | 0.1% | 79 |
|