Waddell & Associates’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 | $392K | Sell |
2,781
-336
| -11% | -$47.3K | 0.04% | 133 |
|
|
2025
Q1 | $364K | Buy |
3,117
+5
| +0.2% | +$583 | 0.04% | 108 |
|
|
2024
Q4 | $391K | Hold |
3,112
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $324K | Sell |
3,112
-66
| -2% | -$6.88K | 0.04% | 113 |
|
|
2024
Q2 | $309K | Buy |
3,178
+143
| +5% | +$13.9K | 0.04% | 107 |
|
|
2024
Q1 | $286K | Buy |
3,035
+14
| +0.5% | +$1.32K | 0.04% | 115 |
|
|
2023
Q4 | $292K | Sell |
3,021
-1,250
| -29% | -$121K | 0.04% | 120 |
|
|
2023
Q3 | $349K | Sell |
4,271
-101
| -2% | -$8.25K | 0.05% | 109 |
|
|
2023
Q2 | $373K | Buy |
4,372
+55
| +1% | +$4.7K | 0.05% | 98 |
|
|
2023
Q1 | $379K | Buy |
4,317
+83
| +2% | +$7.29K | 0.06% | 92 |
|
|
2022
Q4 | $360K | Buy |
+4,234
| New | +$360K | 0.06% | 97 |
|