USA Financial Formulas’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 | – | Sell |
-6,289
| Closed | -$734K | – | 323 |
|
|
2025
Q1 | $734K | Sell |
6,289
-3,215
| -34% | -$375K | 0.12% | 71 |
|
|
2024
Q4 | $1.19M | Buy |
+9,504
| New | +$1.19M | 0.19% | 42 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$1K | – | 443 |
|
|
2021
Q4 | $1K | Sell |
6
-12,252
| -100% | -$2.04M | ﹤0.01% | 338 |
|
|
2021
Q3 | $1.19M | Buy |
12,258
+11,666
| +1,971% | +$1.14M | 1.07% | 12 |
|
|
2021
Q2 | $54K | Sell |
592
-386
| -39% | -$35.2K | 0.05% | 214 |
|
|
2021
Q1 | $76K | Sell |
978
-262
| -21% | -$20.4K | 0.06% | 185 |
|
|
2020
Q4 | $85K | Sell |
1,240
-1,057
| -46% | -$72.5K | 0.07% | 150 |
|
|
2020
Q3 | $111K | Buy |
+2,297
| New | +$111K | 0.08% | 116 |
|
|
2020
Q2 | – | Sell |
-4,489
| Closed | -$153K | – | 296 |
|
|
2020
Q1 | $153K | Buy |
+4,489
| New | +$153K | 0.1% | 110 |
|
|
2018
Q3 | – | Sell |
-66,320
| Closed | -$3.58M | – | 353 |
|
|
2018
Q2 | $3.58M | Sell |
66,320
-511
| -0.8% | -$27.6K | 0.87% | 45 |
|
|
2018
Q1 | $3.61M | Buy |
+66,831
| New | +$3.61M | 0.87% | 45 |
|
|
2017
Q2 | – | Sell |
-83,947
| Closed | -$3.6M | – | 282 |
|
|
2017
Q1 | $3.6M | Sell |
83,947
-4,555
| -5% | -$195K | 0.87% | 36 |
|
|
2016
Q4 | $3.74M | Buy |
+88,502
| New | +$3.74M | 0.93% | 26 |
|