Wills Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-68,965
| Closed | -$5.45M | – | 59 |
|
|
2022
Q3 | $5.45M | Buy |
68,965
+7,627
| +12% | +$603K | 3.03% | 13 |
|
|
2022
Q2 | $4.67M | Sell |
61,338
-401
| -0.6% | -$30.5K | 2.29% | 17 |
|
|
2022
Q1 | $5.4M | Sell |
61,739
-1,053
| -2% | -$92K | 2.27% | 19 |
|
|
2021
Q4 | $6.16M | Buy |
62,792
+3,777
| +6% | +$371K | 2.44% | 18 |
|
|
2021
Q3 | $5.74M | Buy |
59,015
+770
| +1% | +$74.9K | 2.58% | 17 |
|
|
2021
Q2 | $5.34M | Buy |
58,245
+530
| +0.9% | +$48.6K | 2.31% | 17 |
|
|
2021
Q1 | $4.48M | Buy |
57,715
+2,560
| +5% | +$199K | 2.18% | 20 |
|
|
2020
Q4 | $3.78M | Buy |
+55,155
| New | +$3.78M | 1.88% | 22 |
|