Wealthcare Advisory Partners’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 | $2.19M | Buy |
15,530
+1,157
| +8% | +$163K | 0.05% | 307 |
|
|
2025
Q1 | $1.68M | Buy |
14,373
+11,338
| +374% | +$1.32M | 0.05% | 325 |
|
|
2024
Q4 | $382K | Buy |
3,035
+416
| +16% | +$52.3K | 0.01% | 639 |
|
|
2024
Q3 | $273K | Buy |
2,619
+201
| +8% | +$21K | 0.01% | 747 |
|
|
2024
Q2 | $235K | Buy |
2,418
+47
| +2% | +$4.57K | 0.01% | 745 |
|
|
2024
Q1 | $223K | Buy |
+2,371
| New | +$223K | 0.01% | 743 |
|
|
2023
Q2 | – | Sell |
-12,326
| Closed | -$1.08M | – | 742 |
|
|
2023
Q1 | $1.08M | Buy |
12,326
+359
| +3% | +$31.5K | 0.05% | 276 |
|
|
2022
Q4 | $1.02M | Buy |
11,967
+474
| +4% | +$40.3K | 0.05% | 274 |
|
|
2022
Q3 | $908K | Sell |
11,493
-1,486
| -11% | -$117K | 0.05% | 249 |
|
|
2022
Q2 | $987K | Buy |
12,979
+61
| +0.5% | +$4.64K | 0.06% | 209 |
|
|
2022
Q1 | $1.13M | Buy |
12,918
+404
| +3% | +$35.3K | 0.07% | 174 |
|
|
2021
Q4 | $1.23M | Buy |
12,514
+309
| +3% | +$30.3K | 0.07% | 167 |
|
|
2021
Q3 | $1.19M | Buy |
12,205
+150
| +1% | +$14.6K | 0.08% | 165 |
|
|
2021
Q2 | $1.11M | Sell |
12,055
-1,999
| -14% | -$183K | 0.07% | 182 |
|
|
2021
Q1 | $1.09M | Sell |
14,054
-2,088
| -13% | -$162K | 0.08% | 166 |
|
|
2020
Q4 | $1.11M | Sell |
16,142
-2,495
| -13% | -$171K | 0.1% | 132 |
|
|
2020
Q3 | $901K | Buy |
18,637
+126
| +0.7% | +$6.09K | 0.1% | 133 |
|
|
2020
Q2 | $894K | Sell |
18,511
-4,142
| -18% | -$200K | 0.11% | 114 |
|
|
2020
Q1 | $770K | Buy |
22,653
+22,227
| +5,218% | +$756K | 0.11% | 113 |
|
|
2019
Q4 | $22K | Sell |
426
-98
| -19% | -$5.06K | ﹤0.01% | 743 |
|
|
2019
Q3 | $22K | Sell |
524
-93
| -15% | -$3.91K | ﹤0.01% | 722 |
|
|
2019
Q2 | $27K | Sell |
617
-6
| -1% | -$263 | ﹤0.01% | 652 |
|
|
2019
Q1 | $26K | Sell |
623
-408
| -40% | -$17K | ﹤0.01% | 599 |
|
|
2018
Q4 | $41K | Buy |
1,031
+2
| +0.2% | +$80 | 0.01% | 473 |
|
|
2018
Q3 | $48K | Buy |
1,029
+2
| +0.2% | +$93 | 0.01% | 481 |
|
|
2018
Q2 | $49K | Buy |
1,027
+150
| +17% | +$7.16K | 0.01% | 468 |
|
|
2018
Q1 | $47K | Buy |
877
+379
| +76% | +$20.3K | 0.01% | 408 |
|
|
2017
Q4 | $26K | Buy |
498
+44
| +10% | +$2.3K | 0.01% | 485 |
|
|
2017
Q3 | $22K | Buy |
454
+452
| +22,600% | +$21.9K | 0.01% | 415 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 124 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 128 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 118 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 113 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 125 |
|