Valley Wealth Managers’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 | $27.9M | Sell |
198,396
-4,050
| -2% | -$570K | 2.01% | 7 |
|
|
2025
Q1 | $23.6M | Sell |
202,446
-6,527
| -3% | -$762K | 1.79% | 15 |
|
|
2024
Q4 | $26.3M | Sell |
208,973
-13,545
| -6% | -$1.7M | 1.96% | 9 |
|
|
2024
Q3 | $23.2M | Sell |
222,518
-1,279
| -0.6% | -$133K | 1.72% | 14 |
|
|
2024
Q2 | $21.8M | Sell |
223,797
-14,787
| -6% | -$1.44M | 1.73% | 11 |
|
|
2024
Q1 | $22.5M | Sell |
238,584
-4,425
| -2% | -$417K | 1.69% | 17 |
|
|
2023
Q4 | $22.7M | Buy |
243,009
+2,219
| +0.9% | +$207K | 1.77% | 9 |
|
|
2023
Q3 | $19.7M | Buy |
240,790
+42,979
| +22% | +$3.51M | 1.64% | 17 |
|
|
2023
Q2 | $16.9M | Sell |
197,811
-1,742
| -0.9% | -$149K | 1.52% | 31 |
|
|
2023
Q1 | $17.5M | Sell |
199,553
-11,626
| -6% | -$1.02M | 1.59% | 28 |
|
|
2022
Q4 | $18M | Sell |
211,179
-2,648
| -1% | -$225K | 1.67% | 26 |
|
|
2022
Q3 | $16.9M | Sell |
213,827
-1,851
| -0.9% | -$146K | 1.69% | 21 |
|
|
2022
Q2 | $16.4M | Buy |
215,678
+4,707
| +2% | +$358K | 1.54% | 28 |
|
|
2022
Q1 | $18.4M | Sell |
210,971
-18,106
| -8% | -$1.58M | 1.54% | 27 |
|
|
2021
Q4 | $22.5M | Sell |
229,077
-8,055
| -3% | -$791K | 1.8% | 12 |
|
|
2021
Q3 | $23.1M | Sell |
237,132
-15,429
| -6% | -$1.5M | 2.01% | 7 |
|
|
2021
Q2 | $23.2M | Sell |
252,561
-15,912
| -6% | -$1.46M | 1.96% | 5 |
|
|
2021
Q1 | $20.9M | Sell |
268,473
-13,916
| -5% | -$1.08M | 1.87% | 15 |
|
|
2020
Q4 | $19.4M | Buy |
+282,389
| New | +$19.4M | 1.89% | 14 |
|