Western Wealth 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 | $1.11M | Buy |
7,855
+2,086
| +36% | +$294K | 0.07% | 252 |
|
|
2025
Q1 | $673K | Sell |
5,769
-571
| -9% | -$66.6K | 0.04% | 318 |
|
|
2024
Q4 | $797K | Buy |
6,340
+178
| +3% | +$22.4K | 0.05% | 283 |
|
|
2024
Q3 | $642K | Buy |
6,162
+178
| +3% | +$18.6K | 0.04% | 396 |
|
|
2024
Q2 | $582K | Sell |
5,984
-409
| -6% | -$39.8K | 0.04% | 328 |
|
|
2024
Q1 | $602K | Buy |
6,393
+641
| +11% | +$60.4K | 0.05% | 321 |
|
|
2023
Q4 | $536K | Buy |
5,752
+683
| +13% | +$63.7K | 0.04% | 395 |
|
|
2023
Q3 | $414K | Sell |
5,069
-1,591
| -24% | -$130K | 0.04% | 428 |
|
|
2023
Q2 | $569K | Sell |
6,660
-5
| -0.1% | -$427 | 0.05% | 350 |
|
|
2023
Q1 | $585K | Sell |
6,665
-450
| -6% | -$39.5K | 0.05% | 334 |
|
|
2022
Q4 | $605K | Sell |
7,115
-10,874
| -60% | -$925K | 0.06% | 309 |
|
|
2022
Q3 | $1.42M | Buy |
17,989
+229
| +1% | +$18.1K | 0.08% | 239 |
|
|
2022
Q2 | $1.36M | Sell |
17,760
-207
| -1% | -$15.8K | 0.08% | 245 |
|
|
2022
Q1 | $1.57M | Buy |
17,967
+9,470
| +111% | +$828K | 0.08% | 245 |
|
|
2021
Q4 | $835K | Buy |
+8,497
| New | +$835K | 0.08% | 226 |
|
|
2021
Q2 | $534K | Buy |
5,816
+819
| +16% | +$75.2K | 0.05% | 342 |
|
|
2021
Q1 | $388K | Buy |
4,997
+14
| +0.3% | +$1.09K | 0.05% | 341 |
|
|
2020
Q4 | $341K | Sell |
4,983
-316
| -6% | -$21.6K | 0.05% | 325 |
|
|
2020
Q3 | $256K | Sell |
5,299
-195
| -4% | -$9.42K | 0.04% | 365 |
|
|
2020
Q2 | $265K | Buy |
+5,494
| New | +$265K | 0.05% | 336 |
|
|
2020
Q1 | – | Sell |
-4,998
| Closed | -$255K | – | 401 |
|
|
2019
Q4 | $255K | Sell |
4,998
-617
| -11% | -$31.5K | 0.04% | 344 |
|
|
2019
Q3 | $239K | Buy |
5,615
+714
| +15% | +$30.4K | 0.05% | 343 |
|
|
2019
Q2 | $215K | Sell |
4,901
-697
| -12% | -$30.6K | 0.03% | 373 |
|
|
2019
Q1 | $237K | Buy |
5,598
+84
| +2% | +$3.56K | 0.05% | 334 |
|
|
2018
Q4 | $216K | Buy |
+5,514
| New | +$216K | 0.06% | 311 |
|