Wagner Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,521
| Closed | -$369K | – | 235 |
|
|
2023
Q3 | $369K | Buy |
4,521
+121
| +3% | +$9.88K | 0.14% | 84 |
|
|
2023
Q2 | $376K | Buy |
4,400
+96
| +2% | +$8.2K | 0.14% | 82 |
|
|
2023
Q1 | $378K | Buy |
4,304
+476
| +12% | +$41.8K | 0.17% | 86 |
|
|
2022
Q4 | $325K | Buy |
3,828
+195
| +5% | +$16.6K | 0.2% | 84 |
|
|
2022
Q3 | $287K | Buy |
3,633
+80
| +2% | +$6.32K | 0.21% | 79 |
|
|
2022
Q2 | $270K | Buy |
3,553
+505
| +17% | +$38.4K | 0.22% | 83 |
|
|
2022
Q1 | $266K | Buy |
3,048
+210
| +7% | +$18.3K | 0.19% | 103 |
|
|
2021
Q4 | $279K | Buy |
2,838
+160
| +6% | +$15.7K | 0.21% | 92 |
|
|
2021
Q3 | $275K | Buy |
2,678
+5
| +0.2% | +$513 | 0.22% | 88 |
|
|
2021
Q2 | $245K | Buy |
2,673
+388
| +17% | +$35.6K | 0.18% | 105 |
|
|
2021
Q1 | $177K | Buy |
+2,285
| New | +$177K | 0.14% | 128 |
|