ViaWealth’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 | $457K | Buy |
+3,241
| New | +$457K | 0.27% | 103 |
|
|
2024
Q3 | – | Sell |
-2,980
| Closed | -$290K | – | 156 |
|
|
2024
Q2 | $290K | Buy |
2,980
+12
| +0.4% | +$1.17K | 0.18% | 132 |
|
|
2024
Q1 | $279K | Sell |
2,968
-402
| -12% | -$37.8K | 0.17% | 134 |
|
|
2023
Q4 | $314K | Sell |
3,370
-1,178
| -26% | -$110K | 0.22% | 125 |
|
|
2023
Q3 | $371K | Sell |
4,548
-257
| -5% | -$21K | 0.27% | 119 |
|
|
2023
Q2 | $410K | Sell |
4,805
-888
| -16% | -$75.8K | 0.31% | 108 |
|
|
2023
Q1 | $500K | Sell |
5,693
-1,235
| -18% | -$108K | 0.4% | 89 |
|
|
2022
Q4 | $607K | Buy |
+6,928
| New | +$607K | 0.5% | 71 |
|