Warther Private Wealth’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 | $298K | Sell |
2,115
-42
| -2% | -$5.92K | 0.08% | 47 |
|
|
2025
Q1 | $252K | Buy |
2,157
+42
| +2% | +$4.9K | 0.08% | 54 |
|
|
2024
Q4 | $266K | Hold |
2,115
| – | – | 0.09% | 67 |
|
|
2024
Q3 | $220K | Hold |
2,115
| – | – | 0.08% | 80 |
|
|
2024
Q2 | $206K | Buy |
+2,115
| New | +$206K | 0.08% | 81 |
|
|
2023
Q1 | – | Sell |
-9,355
| Closed | -$795K | – | 79 |
|
|
2022
Q4 | $795K | Sell |
9,355
-154
| -2% | -$13.1K | 0.6% | 44 |
|
|
2022
Q3 | $751K | Sell |
9,509
-382
| -4% | -$30.2K | 0.59% | 43 |
|
|
2022
Q2 | $759K | Buy |
9,891
+851
| +9% | +$65.3K | 0.56% | 56 |
|
|
2022
Q1 | $786K | Buy |
9,040
+1,399
| +18% | +$122K | 0.51% | 55 |
|
|
2021
Q4 | $766K | Buy |
7,641
+1,862
| +32% | +$187K | 0.57% | 45 |
|
|
2021
Q3 | $572K | Buy |
5,779
+1
| +0% | +$99 | 0.51% | 56 |
|
|
2021
Q2 | $532K | Buy |
+5,778
| New | +$532K | 0.52% | 55 |
|