VisionPoint Advisory Group’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 | $632K | Buy |
4,488
+2,316
| +107% | +$326K | 0.14% | 166 |
|
|
2025
Q1 | $253K | Buy |
+2,172
| New | +$253K | 0.09% | 178 |
|
|
2024
Q3 | – | Sell |
-254
| Closed | -$24.7K | – | 580 |
|
|
2024
Q2 | $24.7K | Sell |
254
-1,015
| -80% | -$98.6K | 0.01% | 361 |
|
|
2024
Q1 | $119K | Buy |
1,269
+503
| +66% | +$47.4K | 0.04% | 194 |
|
|
2023
Q4 | $71.4K | Buy |
766
+324
| +73% | +$30.2K | 0.03% | 214 |
|
|
2023
Q3 | $36.1K | Buy |
442
+244
| +123% | +$19.9K | 0.02% | 279 |
|
|
2023
Q2 | $16.9K | Buy |
+198
| New | +$16.9K | 0.01% | 316 |
|