Wellington Shields & Co’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 | $128K | Buy |
911
+200
| +28% | +$28.2K | 0.04% | 246 |
|
|
2025
Q1 | $83K | Buy |
711
+302
| +74% | +$35.2K | 0.03% | 259 |
|
|
2024
Q4 | $51.4K | Sell |
409
-266
| -39% | -$33.4K | 0.02% | 270 |
|
|
2024
Q3 | $70.4K | Buy |
675
+49
| +8% | +$5.11K | 0.02% | 278 |
|
|
2024
Q2 | $60.8K | Hold |
626
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $58.9K | Hold |
626
| – | – | 0.02% | 273 |
|
|
2023
Q4 | $58.4K | Buy |
626
+251
| +67% | +$23.4K | 0.02% | 264 |
|
|
2023
Q3 | $30.6K | Buy |
375
+175
| +88% | +$14.3K | 0.01% | 270 |
|
|
2023
Q2 | $17.1K | Hold |
200
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $17.6K | Hold |
200
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $16K | Sell |
200
-550
| -73% | -$44K | 0.01% | 272 |
|
|
2022
Q2 | $57K | Buy |
+750
| New | +$57K | 0.01% | 252 |
|