WestEnd Advisors’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 | $3.8K | Sell |
27
-10
| -27% | -$1.41K | ﹤0.01% | 115 |
|
|
2025
Q1 | $4.32K | Buy |
37
+12
| +48% | +$1.4K | ﹤0.01% | 106 |
|
|
2024
Q4 | $3.14K | Buy |
25
+2
| +9% | +$251 | ﹤0.01% | 87 |
|
|
2024
Q3 | $2.4K | Buy |
23
+2
| +10% | +$209 | ﹤0.01% | 86 |
|
|
2024
Q2 | $2.04K | Buy |
21
+16
| +320% | +$1.56K | ﹤0.01% | 88 |
|
|
2024
Q1 | $471 | Buy |
+5
| New | +$471 | ﹤0.01% | 154 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1.4M | – | 349 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | -$1.67K | – | 97 |
|
|
2021
Q4 | $1.67K | Buy |
+17
| New | +$1.67K | ﹤0.01% | 86 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1.56M | – | 77 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 77 |
|