Willner & Heller’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 | $657K | Buy |
4,665
+32
| +0.7% | +$4.51K | 0.55% | 58 |
|
|
2025
Q1 | $540K | Buy |
4,633
+31
| +0.7% | +$3.62K | 0.5% | 66 |
|
|
2024
Q4 | $579K | Sell |
4,602
-185
| -4% | -$23.3K | 0.51% | 59 |
|
|
2024
Q3 | $499K | Buy |
4,787
+44
| +0.9% | +$4.59K | 0.44% | 76 |
|
|
2024
Q2 | $461K | Sell |
4,743
-374
| -7% | -$36.3K | 0.44% | 73 |
|
|
2024
Q1 | $482K | Buy |
5,117
+108
| +2% | +$10.2K | 0.48% | 72 |
|
|
2023
Q4 | $467K | Buy |
+5,009
| New | +$467K | 0.52% | 65 |
|
|
2022
Q4 | $351K | Buy |
4,126
+208
| +5% | +$17.7K | 0.5% | 74 |
|
|
2022
Q3 | $310K | Buy |
3,918
+33
| +0.8% | +$2.61K | 0.5% | 73 |
|
|
2022
Q2 | $295K | Buy |
3,885
+59
| +2% | +$4.48K | 0.46% | 77 |
|
|
2022
Q1 | $376K | Buy |
3,826
+27
| +0.7% | +$2.65K | 0.46% | 77 |
|
|
2021
Q4 | $370K | Buy |
+3,799
| New | +$370K | 0.49% | 70 |
|