Wealth Effects’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 | $715K | Sell |
5,075
-100
| -2% | -$14.1K | 0.27% | 74 |
|
|
2025
Q1 | $604K | Sell |
5,175
-500
| -9% | -$58.3K | 0.25% | 78 |
|
|
2024
Q4 | $713K | Sell |
5,675
-25
| -0.4% | -$3.14K | 0.25% | 74 |
|
|
2024
Q3 | $594K | Hold |
5,700
| – | – | 0.21% | 94 |
|
|
2024
Q2 | $554K | Sell |
5,700
-56
| -1% | -$5.44K | 0.2% | 94 |
|
|
2024
Q1 | $542K | Hold |
5,756
| – | – | 0.2% | 101 |
|
|
2023
Q4 | $537K | Buy |
5,756
+51
| +0.9% | +$4.76K | 0.2% | 104 |
|
|
2023
Q3 | $466K | Buy |
5,705
+1
| +0% | +$82 | 0.23% | 99 |
|
|
2023
Q2 | $487K | Hold |
5,704
| – | – | 0.21% | 97 |
|
|
2023
Q1 | $501K | Sell |
5,704
-100
| -2% | -$8.78K | 0.26% | 88 |
|
|
2022
Q4 | $493K | Sell |
5,804
-7,499
| -56% | -$638K | 0.28% | 83 |
|
|
2022
Q3 | $1.05M | Sell |
13,303
-14
| -0.1% | -$1.11K | 0.64% | 38 |
|
|
2022
Q2 | $1.01M | Buy |
13,317
+190
| +1% | +$14.5K | 0.61% | 45 |
|
|
2022
Q1 | $1.15M | Hold |
13,127
| – | – | 0.54% | 45 |
|
|
2021
Q4 | $1.29M | Buy |
+13,127
| New | +$1.29M | 0.54% | 43 |
|