Wealthfront Advisers’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
151,699
+23,856
| +19% | +$3.36M | 0.06% | 110 |
|
|
2025
Q1 | $14.9M | Buy |
127,843
+4,607
| +4% | +$537K | 0.04% | 136 |
|
|
2024
Q4 | $15.5M | Buy |
123,236
+9,710
| +9% | +$1.22M | 0.05% | 123 |
|
|
2024
Q3 | $11.8M | Sell |
113,526
-5,720
| -5% | -$596K | 0.04% | 144 |
|
|
2024
Q2 | $11.6M | Buy |
119,246
+23,300
| +24% | +$2.26M | 0.04% | 135 |
|
|
2024
Q1 | $9.03M | Buy |
95,946
+1,342
| +1% | +$126K | 0.03% | 157 |
|
|
2023
Q4 | $8.82M | Sell |
94,604
-35,287
| -27% | -$3.29M | 0.03% | 148 |
|
|
2023
Q3 | $10.6M | Buy |
129,891
+3,082
| +2% | +$252K | 0.05% | 117 |
|
|
2023
Q2 | $10.8M | Sell |
126,809
-15,964
| -11% | -$1.36M | 0.05% | 117 |
|
|
2023
Q1 | $12.5M | Buy |
142,773
+16,511
| +13% | +$1.45M | 0.06% | 100 |
|
|
2022
Q4 | $10.7M | Sell |
126,262
-6,663
| -5% | -$566K | 0.05% | 110 |
|
|
2022
Q3 | $10.5M | Buy |
132,925
+34,719
| +35% | +$2.74M | 0.06% | 87 |
|
|
2022
Q2 | $7.47M | Buy |
98,206
+429
| +0.4% | +$32.6K | 0.04% | 129 |
|
|
2022
Q1 | $8.55M | Sell |
97,777
-31,765
| -25% | -$2.78M | 0.04% | 121 |
|
|
2021
Q4 | $12.7M | Buy |
129,542
+5,717
| +5% | +$561K | 0.05% | 80 |
|
|
2021
Q3 | $12M | Buy |
123,825
+20,124
| +19% | +$1.96M | 0.06% | 69 |
|
|
2021
Q2 | $9.51M | Buy |
103,701
+6,899
| +7% | +$633K | 0.05% | 77 |
|
|
2021
Q1 | $7.52M | Buy |
96,802
+7,112
| +8% | +$552K | 0.04% | 88 |
|
|
2020
Q4 | $6.15M | Buy |
89,690
+20,396
| +29% | +$1.4M | 0.04% | 86 |
|
|
2020
Q3 | $3.35M | Buy |
69,294
+2,073
| +3% | +$100K | 0.02% | 114 |
|
|
2020
Q2 | $3.25M | Buy |
67,221
+9,465
| +16% | +$457K | 0.03% | 106 |
|
|
2020
Q1 | $1.96M | Sell |
57,756
-12,501
| -18% | -$425K | 0.02% | 148 |
|
|
2019
Q4 | $3.59M | Buy |
70,257
+497
| +0.7% | +$25.4K | 0.03% | 106 |
|
|
2019
Q3 | $2.98M | Sell |
69,760
-6,054
| -8% | -$258K | 0.03% | 116 |
|
|
2019
Q2 | $3.32M | Buy |
75,814
+8,185
| +12% | +$359K | 0.03% | 98 |
|
|
2019
Q1 | $2.85M | Sell |
67,629
-1,158
| -2% | -$48.9K | 0.03% | 105 |
|
|
2018
Q4 | $2.73M | Buy |
+68,787
| New | +$2.73M | 0.03% | 98 |
|