Weatherly Asset Management’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 | $246K | Buy |
1,743
+28
| +2% | +$3.94K | 0.02% | 167 |
|
|
2025
Q1 | $200K | Sell |
1,715
-84
| -5% | -$9.8K | 0.02% | 179 |
|
|
2024
Q4 | $226K | Buy |
+1,799
| New | +$226K | 0.02% | 167 |
|
|
2022
Q3 | – | Sell |
-2,684
| Closed | -$204K | – | 177 |
|
|
2022
Q2 | $204K | Hold |
2,684
| – | – | 0.03% | 180 |
|
|
2022
Q1 | $235K | Hold |
2,684
| – | – | 0.03% | 186 |
|
|
2021
Q4 | $263K | Hold |
2,684
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $261K | Hold |
2,684
| – | – | 0.03% | 176 |
|
|
2021
Q2 | $246K | Hold |
2,684
| – | – | 0.03% | 183 |
|
|
2021
Q1 | $208K | Buy |
+2,684
| New | +$208K | 0.03% | 188 |
|