Vantage Financial Partners (Illinois)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $724K | Sell |
7,450
-50
| -0.7% | -$4.86K | 0.18% | 60 |
|
|
2024
Q1 | $706K | Sell |
7,500
-500
| -6% | -$47.1K | 0.18% | 63 |
|
|
2023
Q4 | $746K | Sell |
8,000
-650
| -8% | -$60.6K | 0.23% | 60 |
|
|
2023
Q3 | $706K | Buy |
8,650
+300
| +4% | +$24.5K | 0.41% | 43 |
|
|
2023
Q2 | $713K | Buy |
8,350
+300
| +4% | +$25.6K | 0.4% | 44 |
|
|
2023
Q1 | $707K | Sell |
8,050
-150
| -2% | -$13.2K | 0.42% | 47 |
|
|
2022
Q4 | $697K | Buy |
8,200
+800
| +11% | +$68K | 0.4% | 53 |
|
|
2022
Q3 | $585K | Hold |
7,400
| – | – | 0.38% | 48 |
|
|
2022
Q2 | $563K | Buy |
7,400
+1,450
| +24% | +$110K | 0.33% | 54 |
|
|
2022
Q1 | $520K | Buy |
5,950
+1,250
| +27% | +$109K | 0.27% | 54 |
|
|
2021
Q4 | $461K | Buy |
4,700
+1,400
| +42% | +$137K | 0.23% | 58 |
|
|
2021
Q3 | $321K | Buy |
3,300
+200
| +6% | +$19.5K | 0.17% | 67 |
|
|
2021
Q2 | $284K | Buy |
+3,100
| New | +$284K | 0.16% | 71 |
|
|
2021
Q1 | – | Sell |
-8,700
| Closed | -$596K | – | 78 |
|
|
2020
Q4 | $596K | Buy |
8,700
+1,000
| +13% | +$68.5K | 0.35% | 44 |
|
|
2020
Q3 | $372K | Buy |
7,700
+400
| +5% | +$19.3K | 0.23% | 58 |
|
|
2020
Q2 | $353K | Hold |
7,300
| – | – | 0.22% | 52 |
|
|
2020
Q1 | $248K | Hold |
7,300
| – | – | 0.18% | 57 |
|
|
2019
Q4 | $373K | Buy |
+7,300
| New | +$373K | 0.22% | 57 |
|