Westside Investment 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 | $9.59K | Buy |
+68
| New | +$9.59K | ﹤0.01% | 953 |
|
|
2024
Q4 | – | Sell |
-46
| Closed | -$4.68K | – | 1007 |
|
|
2024
Q3 | $4.68K | Sell |
46
-10
| -18% | -$1.02K | ﹤0.01% | 790 |
|
|
2024
Q2 | $5.44K | Buy |
+56
| New | +$5.44K | ﹤0.01% | 747 |
|
|
2024
Q1 | – | Sell |
-70
| Closed | -$6.53K | – | 904 |
|
|
2023
Q4 | $6.53K | Hold |
70
| – | – | ﹤0.01% | 661 |
|
|
2023
Q3 | $5.72K | Hold |
70
| – | – | ﹤0.01% | 674 |
|
|
2023
Q2 | $5.98K | Hold |
70
| – | – | ﹤0.01% | 671 |
|
|
2023
Q1 | $6.15K | Hold |
70
| – | – | ﹤0.01% | 667 |
|
|
2022
Q4 | $5 | Hold |
70
| – | – | ﹤0.01% | 698 |
|
|
2022
Q3 | $5 | Hold |
70
| – | – | ﹤0.01% | 686 |
|
|
2022
Q2 | $5 | Buy |
+70
| New | +$5 | ﹤0.01% | 684 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$45.8K | – | 760 |
|
|
2021
Q2 | $45.8K | Sell |
500
-400
| -44% | -$36.7K | 0.11% | 124 |
|
|
2021
Q1 | $69.9K | Sell |
900
-100
| -10% | -$7.77K | 0.18% | 94 |
|
|
2020
Q4 | $68.5K | Buy |
1,000
+500
| +100% | +$34.3K | 0.19% | 85 |
|
|
2020
Q3 | $24.2K | Buy |
+500
| New | +$24.2K | 0.01% | 121 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$68 | – | 684 |
|
|
2020
Q1 | $68 | Buy |
+2,000
| New | +$68 | ﹤0.01% | 309 |
|