Wedmont Private Capital’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 | $1.91M | Buy |
13,524
+1,126
| +9% | +$159K | 0.08% | 150 |
|
|
2025
Q1 | $1.34M | Buy |
12,398
+426
| +4% | +$46.1K | 0.07% | 180 |
|
|
2024
Q4 | $1.48M | Buy |
11,972
+1,249
| +12% | +$154K | 0.08% | 153 |
|
|
2024
Q3 | $1.15M | Buy |
10,723
+649
| +6% | +$69.9K | 0.07% | 185 |
|
|
2024
Q2 | $1.05M | Buy |
10,074
+1,594
| +19% | +$166K | 0.07% | 189 |
|
|
2024
Q1 | $798K | Buy |
8,480
+833
| +11% | +$78.4K | 0.06% | 222 |
|
|
2023
Q4 | $715K | Sell |
7,647
-3,190
| -29% | -$298K | 0.06% | 223 |
|
|
2023
Q3 | $866K | Sell |
10,837
-965
| -8% | -$77.1K | 0.09% | 151 |
|
|
2023
Q2 | $1.01M | Buy |
11,802
+902
| +8% | +$77.4K | 0.11% | 124 |
|
|
2023
Q1 | $916K | Buy |
10,900
+1,250
| +13% | +$105K | 0.12% | 122 |
|
|
2022
Q4 | $845K | Buy |
9,650
+1,703
| +21% | +$149K | 0.13% | 132 |
|
|
2022
Q3 | $628K | Buy |
7,947
+2,022
| +34% | +$160K | 0.13% | 130 |
|
|
2022
Q2 | $451K | Buy |
5,925
+866
| +17% | +$65.9K | 0.1% | 151 |
|
|
2022
Q1 | $442K | Sell |
5,059
-994
| -16% | -$86.8K | 0.1% | 160 |
|
|
2021
Q4 | $621K | Buy |
+6,053
| New | +$621K | 0.19% | 93 |
|