Valmark Advisers’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 | $525K | Sell |
3,728
-396
| -10% | -$55.8K | 0.01% | 437 |
|
|
2025
Q1 | $481K | Buy |
4,124
+197
| +5% | +$23K | 0.01% | 432 |
|
|
2024
Q4 | $494K | Buy |
3,927
+1,171
| +42% | +$147K | 0.01% | 418 |
|
|
2024
Q3 | $287K | Sell |
2,756
-68
| -2% | -$7.09K | ﹤0.01% | 508 |
|
|
2024
Q2 | $274K | Sell |
2,824
-57
| -2% | -$5.54K | ﹤0.01% | 488 |
|
|
2024
Q1 | $271K | Hold |
2,881
| – | – | ﹤0.01% | 473 |
|
|
2023
Q4 | $269K | Sell |
2,881
-25
| -0.9% | -$2.33K | 0.01% | 444 |
|
|
2023
Q3 | $237K | Sell |
2,906
-43
| -1% | -$3.51K | ﹤0.01% | 433 |
|
|
2023
Q2 | $252K | Buy |
2,949
+62
| +2% | +$5.3K | 0.01% | 429 |
|
|
2023
Q1 | $253K | Sell |
2,887
-66
| -2% | -$5.8K | 0.01% | 422 |
|
|
2022
Q4 | $251K | Buy |
2,953
+45
| +2% | +$3.83K | 0.01% | 395 |
|
|
2022
Q3 | $230K | Sell |
2,908
-6
| -0.2% | -$475 | ﹤0.01% | 381 |
|
|
2022
Q2 | $222K | Sell |
2,914
-1,610
| -36% | -$123K | ﹤0.01% | 386 |
|
|
2022
Q1 | $395K | Buy |
+4,524
| New | +$395K | 0.01% | 331 |
|
|
2021
Q4 | – | Sell |
-3,024
| Closed | -$294K | – | 412 |
|
|
2021
Q3 | $294K | Buy |
3,024
+67
| +2% | +$6.51K | 0.01% | 324 |
|
|
2021
Q2 | $271K | Buy |
+2,957
| New | +$271K | 0.01% | 337 |
|