William B. Walkup & Associates’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
$3.05M Sell
21,665
-87
-0.4% -$12.3K 1.8% 15
2025
Q1
$2.54M Buy
21,752
+120
+0.6% +$14K 1.55% 15
2024
Q4
$2.72M Sell
21,632
-198
-0.9% -$24.9K 1.72% 15
2024
Q3
$2.28M Hold
21,830
1.41% 20
2024
Q2
$2.12M Buy
+21,830
New +$2.12M 1.39% 22