Waverly Advisors’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 | $1.22M | Buy |
8,631
+503
| +6% | +$70.8K | 0.01% | 575 |
|
|
2025
Q1 | $948K | Buy |
8,128
+1,523
| +23% | +$178K | 0.01% | 618 |
|
|
2024
Q4 | $830K | Buy |
6,605
+2,761
| +72% | +$347K | 0.01% | 559 |
|
|
2024
Q3 | $401K | Sell |
3,844
-177
| -4% | -$18.4K | 0.01% | 619 |
|
|
2024
Q2 | $391K | Buy |
4,021
+369
| +10% | +$35.9K | 0.01% | 621 |
|
|
2024
Q1 | $344K | Buy |
+3,652
| New | +$344K | 0.01% | 539 |
|
|
2014
Q4 | – | Sell |
-322
| Closed | -$11K | – | 577 |
|
|
2014
Q3 | $11K | Hold |
322
| – | – | 0.01% | 456 |
|
|
2014
Q2 | $10K | Hold |
322
| – | – | ﹤0.01% | 443 |
|
|
2014
Q1 | $10K | Hold |
322
| – | – | ﹤0.01% | 426 |
|
|
2013
Q4 | $10K | Buy |
+322
| New | +$10K | ﹤0.01% | 556 |
|