Wealth Alliance’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 | $818K | Sell |
5,809
-116
| -2% | -$16.3K | 0.09% | 201 |
|
|
2025
Q1 | $691K | Sell |
5,925
-1,506
| -20% | -$176K | 0.08% | 212 |
|
|
2024
Q4 | $934K | Sell |
7,431
-1,256
| -14% | -$158K | 0.11% | 170 |
|
|
2024
Q3 | $906K | Buy |
8,687
+4,989
| +135% | +$520K | 0.11% | 177 |
|
|
2024
Q2 | $359K | Buy |
3,698
+11
| +0.3% | +$1.07K | 0.05% | 329 |
|
|
2024
Q1 | $347K | Sell |
3,687
-349
| -9% | -$32.9K | 0.05% | 363 |
|
|
2023
Q4 | $376K | Hold |
4,036
| – | – | 0.05% | 317 |
|
|
2023
Q3 | $330K | Sell |
4,036
-553
| -12% | -$45.2K | 0.05% | 327 |
|
|
2023
Q2 | $392K | Sell |
4,589
-713
| -13% | -$60.9K | 0.06% | 304 |
|
|
2023
Q1 | $466K | Buy |
5,302
+396
| +8% | +$34.8K | 0.08% | 253 |
|
|
2022
Q4 | $417K | Sell |
4,906
-4
| -0.1% | -$340 | 0.07% | 263 |
|
|
2022
Q3 | $388K | Buy |
4,910
+138
| +3% | +$10.9K | 0.08% | 263 |
|
|
2022
Q2 | $363K | Buy |
4,772
+68
| +1% | +$5.17K | 0.07% | 275 |
|
|
2022
Q1 | $411K | Sell |
4,704
-1,133
| -19% | -$99K | 0.08% | 260 |
|
|
2021
Q4 | $573K | Sell |
5,837
-62
| -1% | -$6.09K | 0.12% | 201 |
|
|
2021
Q3 | $575K | Sell |
5,899
-787
| -12% | -$76.7K | 0.13% | 177 |
|
|
2021
Q2 | $613K | Sell |
6,686
-726
| -10% | -$66.6K | 0.14% | 165 |
|
|
2021
Q1 | $576K | Sell |
7,412
-43
| -0.6% | -$3.34K | 0.16% | 152 |
|
|
2020
Q4 | $511K | Buy |
7,455
+760
| +11% | +$52.1K | 0.15% | 168 |
|
|
2020
Q3 | $324K | Sell |
6,695
-568
| -8% | -$27.5K | 0.12% | 216 |
|
|
2020
Q2 | $351K | Buy |
+7,263
| New | +$351K | 0.14% | 189 |
|