Wallace 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 | $396K | Buy |
3,393
+40
| +1% | +$4.67K | 0.29% | 108 |
|
|
2025
Q1 | $422K | Buy |
3,353
+27
| +0.8% | +$3.39K | 0.29% | 103 |
|
|
2024
Q4 | $347K | Buy |
3,326
+485
| +17% | +$50.6K | 0.24% | 117 |
|
|
2024
Q3 | $276K | Sell |
2,841
-88
| -3% | -$8.55K | 0.2% | 137 |
|
|
2024
Q2 | $285K | Sell |
2,929
-189
| -6% | -$18.4K | 0.2% | 135 |
|
|
2024
Q1 | $291K | Buy |
3,118
+179
| +6% | +$16.7K | 0.22% | 124 |
|
|
2023
Q4 | $240K | Sell |
2,939
-383
| -12% | -$31.3K | 0.19% | 133 |
|
|
2023
Q3 | $284K | Buy |
3,322
+46
| +1% | +$3.93K | 0.2% | 122 |
|
|
2023
Q2 | $288K | Hold |
3,276
| – | – | 0.22% | 119 |
|
|
2023
Q1 | $288K | Sell |
3,276
-83
| -2% | -$7.29K | 0.22% | 119 |
|
|
2022
Q4 | $286K | Buy |
+3,359
| New | +$286K | 0.23% | 116 |
|