Waterfront 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 | $2.08M | Sell |
14,774
-358
| -2% | -$50.4K | 0.47% | 59 |
|
|
2025
Q1 | $1.77M | Sell |
15,132
-363
| -2% | -$42.4K | 0.43% | 62 |
|
|
2024
Q4 | $1.95M | Buy |
15,495
+214
| +1% | +$26.9K | 0.47% | 55 |
|
|
2024
Q3 | $1.82M | Buy |
15,281
+191
| +1% | +$22.8K | 0.45% | 61 |
|
|
2024
Q2 | $1.47M | Buy |
15,090
+186
| +1% | +$18.1K | 0.4% | 73 |
|
|
2024
Q1 | $1.38M | Buy |
14,904
+291
| +2% | +$26.9K | 0.39% | 74 |
|
|
2023
Q4 | $1.36M | Buy |
14,613
+139
| +1% | +$13K | 0.4% | 70 |
|
|
2023
Q3 | $1.03M | Buy |
14,474
+430
| +3% | +$30.7K | 0.34% | 87 |
|
|
2023
Q2 | $1.34M | Buy |
14,044
+2,041
| +17% | +$195K | 0.4% | 72 |
|
|
2023
Q1 | $1.05M | Buy |
12,003
+68
| +0.6% | +$5.97K | 0.34% | 83 |
|
|
2022
Q4 | $1.16M | Sell |
11,935
-648
| -5% | -$62.8K | 0.4% | 71 |
|
|
2022
Q3 | $1.04M | Sell |
12,583
-1,494
| -11% | -$123K | 0.39% | 76 |
|
|
2022
Q2 | $1.07M | Buy |
14,077
+3,908
| +38% | +$297K | 0.43% | 64 |
|
|
2022
Q1 | $856K | Buy |
10,169
+3,339
| +49% | +$281K | 0.3% | 88 |
|
|
2021
Q4 | $670K | Buy |
6,830
+1,987
| +41% | +$195K | 0.27% | 94 |
|
|
2021
Q3 | $471K | Buy |
4,843
+1,000
| +26% | +$97.3K | 0.23% | 102 |
|
|
2021
Q2 | $352K | Buy |
3,843
+39
| +1% | +$3.57K | 0.17% | 123 |
|
|
2021
Q1 | $298K | Hold |
3,804
| – | – | 0.15% | 134 |
|
|
2020
Q4 | $261K | Buy |
+3,804
| New | +$261K | 0.19% | 115 |
|