Valeo 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 | $2.62M | Buy |
18,588
+1,696
| +10% | +$239K | 0.06% | 139 |
|
|
2025
Q1 | $1.97M | Buy |
16,892
+156
| +0.9% | +$18.2K | 0.05% | 160 |
|
|
2024
Q4 | $2.1M | Buy |
16,736
+70
| +0.4% | +$8.8K | 0.06% | 149 |
|
|
2024
Q3 | $1.74M | Sell |
16,666
-650
| -4% | -$67.8K | 0.05% | 170 |
|
|
2024
Q2 | $1.68M | Sell |
17,316
-1,393
| -7% | -$135K | 0.05% | 166 |
|
|
2024
Q1 | $1.76M | Buy |
18,709
+1,931
| +12% | +$181K | 0.06% | 161 |
|
|
2023
Q4 | $1.56M | Sell |
16,778
-410
| -2% | -$38.2K | 0.06% | 163 |
|
|
2023
Q3 | $1.4M | Sell |
17,188
-68
| -0.4% | -$5.55K | 0.06% | 160 |
|
|
2023
Q2 | $1.47M | Buy |
17,256
+1,719
| +11% | +$147K | 0.07% | 155 |
|
|
2023
Q1 | $1.36M | Buy |
15,537
+2,302
| +17% | +$202K | 0.07% | 180 |
|
|
2022
Q4 | $1.13M | Buy |
13,235
+4,271
| +48% | +$363K | 0.06% | 175 |
|
|
2022
Q3 | $708K | Buy |
8,964
+492
| +6% | +$38.9K | 0.05% | 205 |
|
|
2022
Q2 | $644K | Sell |
8,472
-3,251
| -28% | -$247K | 0.04% | 217 |
|
|
2022
Q1 | $1.03M | Buy |
11,723
+3,595
| +44% | +$314K | 0.05% | 193 |
|
|
2021
Q4 | $798K | Buy |
8,128
+745
| +10% | +$73.1K | 0.04% | 218 |
|
|
2021
Q3 | $718K | Buy |
7,383
+998
| +16% | +$97.1K | 0.04% | 222 |
|
|
2021
Q2 | $585K | Sell |
6,385
-225
| -3% | -$20.6K | 0.04% | 228 |
|
|
2021
Q1 | $513K | Sell |
6,610
-263
| -4% | -$20.4K | 0.02% | 263 |
|
|
2020
Q4 | $471K | Buy |
6,873
+2,776
| +68% | +$190K | 0.02% | 255 |
|
|
2020
Q3 | $198K | Sell |
4,097
-2,197
| -35% | -$106K | 0.02% | 320 |
|
|
2020
Q2 | $304K | Buy |
6,294
+2,226
| +55% | +$108K | 0.03% | 246 |
|
|
2020
Q1 | $166K | Buy |
4,068
+654
| +19% | +$26.7K | 0.02% | 323 |
|
|
2019
Q4 | $175K | Buy |
3,414
+580
| +20% | +$29.7K | 0.02% | 345 |
|
|
2019
Q3 | $121K | Buy |
2,834
+18
| +0.6% | +$769 | 0.01% | 391 |
|
|
2019
Q2 | $123K | Sell |
2,816
-95
| -3% | -$4.15K | 0.01% | 389 |
|
|
2019
Q1 | $123K | Buy |
2,911
+704
| +32% | +$29.7K | 0.01% | 369 |
|
|
2018
Q4 | $88K | Buy |
2,207
+9
| +0.4% | +$359 | 0.01% | 402 |
|
|
2018
Q3 | $100K | Buy |
2,198
+218
| +11% | +$9.92K | 0.01% | 398 |
|
|
2018
Q2 | $94K | Buy |
1,980
+55
| +3% | +$2.61K | 0.01% | 403 |
|
|
2018
Q1 | $104K | Buy |
1,925
+1,430
| +289% | +$77.3K | 0.02% | 359 |
|
|
2017
Q4 | $26K | Buy |
495
+246
| +99% | +$12.9K | ﹤0.01% | 611 |
|
|
2017
Q3 | $12K | Buy |
+249
| New | +$12K | ﹤0.01% | 659 |
|