Wealthspire Advisors (New York)’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 | $3.46M | Sell |
24,547
-946
| -4% | -$133K | 0.02% | 201 |
|
|
2025
Q1 | $2.97M | Sell |
25,493
-4,815
| -16% | -$562K | 0.02% | 214 |
|
|
2024
Q4 | $3.81M | Sell |
30,308
-3,174
| -9% | -$399K | 0.04% | 167 |
|
|
2024
Q3 | $3.49M | Buy |
33,482
+428
| +1% | +$44.6K | 0.04% | 173 |
|
|
2024
Q2 | $3.21M | Sell |
33,054
-2,242
| -6% | -$218K | 0.04% | 143 |
|
|
2024
Q1 | $3.32M | Sell |
35,296
-1,813
| -5% | -$171K | 0.04% | 139 |
|
|
2023
Q4 | $3.46M | Sell |
37,109
-537
| -1% | -$50.1K | 0.05% | 138 |
|
|
2023
Q3 | $3.07M | Buy |
37,646
+24,787
| +193% | +$2.02M | 0.05% | 133 |
|
|
2023
Q2 | $1.1M | Buy |
12,859
+134
| +1% | +$11.4K | 0.02% | 232 |
|
|
2023
Q1 | $1.12M | Sell |
12,725
-1,251
| -9% | -$110K | 0.02% | 230 |
|
|
2022
Q4 | $1.19M | Buy |
13,976
+4,101
| +42% | +$349K | 0.02% | 228 |
|
|
2022
Q3 | $780K | Sell |
9,875
-1,066
| -10% | -$84.2K | 0.02% | 264 |
|
|
2022
Q2 | $832K | Buy |
10,941
+3,418
| +45% | +$260K | 0.02% | 234 |
|
|
2022
Q1 | $657K | Sell |
7,523
-6,513
| -46% | -$569K | 0.01% | 233 |
|
|
2021
Q4 | $1.38M | Sell |
14,036
-4,024
| -22% | -$395K | 0.03% | 186 |
|
|
2021
Q3 | $1.76M | Buy |
18,060
+14,626
| +426% | +$1.42M | 0.04% | 178 |
|
|
2021
Q2 | $315K | Sell |
3,434
-30,418
| -90% | -$2.79M | 0.01% | 283 |
|
|
2021
Q1 | $2.63M | Buy |
33,852
+15,095
| +80% | +$1.17M | 0.06% | 141 |
|
|
2020
Q4 | $1.29M | Buy |
18,757
+8,248
| +78% | +$565K | 0.04% | 178 |
|
|
2020
Q3 | $508K | Buy |
10,509
+1,441
| +16% | +$69.7K | 0.03% | 180 |
|
|
2020
Q2 | $438K | Sell |
9,068
-12,643
| -58% | -$611K | 0.03% | 165 |
|
|
2020
Q1 | $738K | Buy |
21,711
+16,926
| +354% | +$575K | 0.03% | 238 |
|
|
2019
Q4 | $245K | Buy |
+4,785
| New | +$245K | 0.02% | 175 |
|
|
2019
Q1 | – | Sell |
-1,138
| Closed | -$45K | – | 519 |
|
|
2018
Q4 | $45K | Buy |
+1,138
| New | +$45K | ﹤0.01% | 201 |
|