Voya Financial 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 | $517K | Sell |
3,677
-51
| -1% | -$7.18K | 0.05% | 151 |
|
|
2025
Q1 | $430K | Sell |
3,728
-373
| -9% | -$43K | 0.05% | 158 |
|
|
2024
Q4 | $516K | Sell |
4,101
-694
| -14% | -$87.3K | 0.06% | 148 |
|
|
2024
Q3 | $499K | Buy |
4,795
+1,113
| +30% | +$116K | 0.05% | 158 |
|
|
2024
Q2 | $353K | Sell |
3,682
-303
| -8% | -$29K | 0.04% | 184 |
|
|
2024
Q1 | $373K | Sell |
3,985
-2,175
| -35% | -$203K | 0.04% | 177 |
|
|
2023
Q4 | $577K | Sell |
6,160
-1,332
| -18% | -$125K | 0.07% | 128 |
|
|
2023
Q3 | $616K | Sell |
7,492
-134
| -2% | -$11K | 0.08% | 118 |
|
|
2023
Q2 | $650K | Sell |
7,626
-47
| -0.6% | -$4.01K | 0.08% | 117 |
|
|
2023
Q1 | $661K | Sell |
7,673
-2,330
| -23% | -$201K | 0.08% | 115 |
|
|
2022
Q4 | $853K | Sell |
10,003
-43
| -0.4% | -$3.67K | 0.11% | 96 |
|
|
2022
Q3 | $802K | Buy |
10,046
+5
| +0% | +$399 | 0.1% | 101 |
|
|
2022
Q2 | $785K | Buy |
10,041
+2,732
| +37% | +$214K | 0.1% | 102 |
|
|
2022
Q1 | $660K | Buy |
7,309
+1,055
| +17% | +$95.3K | 0.08% | 131 |
|
|
2021
Q4 | $618K | Buy |
6,254
+771
| +14% | +$76.2K | 0.07% | 141 |
|
|
2021
Q3 | $546K | Sell |
5,483
-441
| -7% | -$43.9K | 0.07% | 155 |
|
|
2021
Q2 | $537K | Sell |
5,924
-22,148
| -79% | -$2.01M | 0.07% | 155 |
|
|
2021
Q1 | $2.22M | Buy |
28,072
+3,203
| +13% | +$253K | 0.09% | 192 |
|
|
2020
Q4 | $1.69M | Sell |
24,869
-764
| -3% | -$51.8K | 0.07% | 207 |
|
|
2020
Q3 | $1.21M | Sell |
25,633
-1,417
| -5% | -$66.9K | 0.06% | 227 |
|
|
2020
Q2 | $1.28M | Buy |
27,050
+20,110
| +290% | +$950K | 0.07% | 218 |
|
|
2020
Q1 | $242K | Buy |
6,940
+509
| +8% | +$17.7K | 0.01% | 493 |
|
|
2019
Q4 | $328K | Buy |
6,431
+15
| +0.2% | +$765 | 0.02% | 483 |
|
|
2019
Q3 | $275K | Buy |
6,416
+65
| +1% | +$2.79K | 0.01% | 511 |
|
|
2019
Q2 | $276K | Buy |
6,351
+359
| +6% | +$15.6K | 0.01% | 512 |
|
|
2019
Q1 | $251K | Buy |
5,992
+446
| +8% | +$18.7K | 0.01% | 518 |
|
|
2018
Q4 | $218K | Buy |
5,546
+574
| +12% | +$22.6K | 0.01% | 500 |
|
|
2018
Q3 | $238K | Sell |
4,972
-1,554
| -24% | -$74.4K | 0.01% | 521 |
|
|
2018
Q2 | $315K | Sell |
6,526
-560
| -8% | -$27K | 0.02% | 427 |
|
|
2018
Q1 | $375K | Buy |
7,086
+851
| +14% | +$45K | 0.02% | 374 |
|
|
2017
Q4 | $328K | Buy |
6,235
+806
| +15% | +$42.4K | 0.02% | 408 |
|
|
2017
Q3 | $261K | Buy |
+5,429
| New | +$261K | 0.02% | 435 |
|