West Family Investments’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 | $785K | Buy |
5,570
+2,092
| +60% | +$295K | 0.2% | 104 |
|
|
2025
Q1 | $406K | Buy |
3,478
+529
| +18% | +$61.7K | 0.15% | 135 |
|
|
2024
Q4 | $371K | Sell |
2,949
-68
| -2% | -$8.55K | 0.13% | 161 |
|
|
2024
Q3 | $314K | Buy |
3,017
+424
| +16% | +$44.2K | 0.11% | 198 |
|
|
2024
Q2 | $252K | Buy |
2,593
+27
| +1% | +$2.62K | 0.08% | 200 |
|
|
2024
Q1 | $242K | Buy |
+2,566
| New | +$242K | 0.08% | 217 |
|
|
2023
Q4 | – | Sell |
-3,677
| Closed | -$300K | – | 255 |
|
|
2023
Q3 | $300K | Sell |
3,677
-1,000
| -21% | -$81.7K | 0.1% | 159 |
|
|
2023
Q2 | $399K | Hold |
4,677
| – | – | 0.16% | 119 |
|
|
2023
Q1 | $411K | Hold |
4,677
| – | – | 0.16% | 103 |
|
|
2022
Q4 | $398K | Sell |
4,677
-77
| -2% | -$6.55K | 0.14% | 124 |
|
|
2022
Q3 | $376K | Buy |
4,754
+721
| +18% | +$57K | 0.16% | 120 |
|
|
2022
Q2 | $307K | Sell |
4,033
-256
| -6% | -$19.5K | 0.12% | 149 |
|
|
2022
Q1 | $375K | Sell |
4,289
-150
| -3% | -$13.1K | 0.11% | 154 |
|
|
2021
Q4 | $436K | Sell |
4,439
-471
| -10% | -$46.3K | 0.12% | 140 |
|
|
2021
Q3 | $478K | Buy |
4,910
+174
| +4% | +$16.9K | 0.12% | 139 |
|
|
2021
Q2 | $434K | Buy |
+4,736
| New | +$434K | 0.12% | 153 |
|