Visionary Wealth 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 | $1.06M | Buy |
7,513
+90
| +1% | +$12.7K | 0.05% | 268 |
|
|
2025
Q1 | $866K | Buy |
7,423
+826
| +13% | +$96.4K | 0.05% | 278 |
|
|
2024
Q4 | $829K | Buy |
6,597
+68
| +1% | +$8.55K | 0.05% | 283 |
|
|
2024
Q3 | $681K | Sell |
6,529
-17
| -0.3% | -$1.77K | 0.04% | 305 |
|
|
2024
Q2 | $636K | Sell |
6,546
-14
| -0.2% | -$1.36K | 0.04% | 294 |
|
|
2024
Q1 | $618K | Sell |
6,560
-397
| -6% | -$37.4K | 0.04% | 293 |
|
|
2023
Q4 | $649K | Buy |
6,957
+541
| +8% | +$50.4K | 0.05% | 273 |
|
|
2023
Q3 | $524K | Buy |
6,416
+341
| +6% | +$27.9K | 0.04% | 290 |
|
|
2023
Q2 | $519K | Sell |
6,075
-227
| -4% | -$19.4K | 0.04% | 291 |
|
|
2023
Q1 | $553K | Sell |
6,302
-88
| -1% | -$7.73K | 0.05% | 266 |
|
|
2022
Q4 | $543K | Sell |
6,390
-425
| -6% | -$36.1K | 0.05% | 229 |
|
|
2022
Q3 | $538K | Sell |
6,815
-694
| -9% | -$54.8K | 0.06% | 216 |
|
|
2022
Q2 | $571K | Buy |
7,509
+108
| +1% | +$8.21K | 0.05% | 224 |
|
|
2022
Q1 | $647K | Buy |
7,401
+880
| +13% | +$76.9K | 0.05% | 222 |
|
|
2021
Q4 | $640K | Buy |
6,521
+2,137
| +49% | +$210K | 0.05% | 204 |
|
|
2021
Q3 | $427K | Sell |
4,384
-2,395
| -35% | -$233K | 0.04% | 206 |
|
|
2021
Q2 | $622K | Buy |
6,779
+241
| +4% | +$22.1K | 0.06% | 176 |
|
|
2021
Q1 | $508K | Buy |
6,538
+367
| +6% | +$28.5K | 0.05% | 195 |
|
|
2020
Q4 | $423K | Buy |
6,171
+274
| +5% | +$18.8K | 0.05% | 198 |
|
|
2020
Q3 | $285K | Buy |
5,897
+1,093
| +23% | +$52.8K | 0.04% | 196 |
|
|
2020
Q2 | $232K | Buy |
+4,804
| New | +$232K | 0.04% | 206 |
|
|
2020
Q1 | – | Sell |
-4,494
| Closed | -$230K | – | 218 |
|
|
2019
Q4 | $230K | Buy |
+4,494
| New | +$230K | 0.04% | 191 |
|