Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $231K | Buy |
2,823
+3
| +0.1% | +$245 | 0.04% | 142 |
|
|
2023
Q2 | $241K | Buy |
2,820
+308
| +12% | +$26.3K | 0.04% | 147 |
|
|
2023
Q1 | $211K | Hold |
2,512
| – | – | 0.04% | 155 |
|
|
2022
Q4 | $220K | Buy |
+2,512
| New | +$220K | 0.05% | 149 |
|
|
2022
Q3 | – | Sell |
-2,683
| Closed | -$202K | – | 154 |
|
|
2022
Q2 | $202K | Sell |
2,683
-9,834
| -79% | -$740K | 0.05% | 152 |
|
|
2022
Q1 | $1.05M | Sell |
12,517
-24
| -0.2% | -$2.02K | 0.19% | 102 |
|
|
2021
Q4 | $1.31M | Sell |
12,541
-147
| -1% | -$15.3K | 0.24% | 91 |
|
|
2021
Q3 | $1.26M | Buy |
12,688
+419
| +3% | +$41.5K | 0.26% | 84 |
|
|
2021
Q2 | $1.13M | Buy |
12,269
+243
| +2% | +$22.3K | 0.24% | 89 |
|
|
2021
Q1 | $934K | Buy |
12,026
+689
| +6% | +$53.5K | 0.22% | 93 |
|
|
2020
Q4 | $777K | Buy |
+11,337
| New | +$777K | 0.2% | 103 |
|