Wintrust Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $131K | Sell |
1,183
-1,465
| -55% | -$162K | 0.12% | 139 |
|
|
2024
Q3 | $249K | Sell |
2,648
-26,407
| -91% | -$2.48M | 0.18% | 108 |
|
|
2024
Q2 | $2.64M | Sell |
29,055
-1,378
| -5% | -$125K | 0.21% | 93 |
|
|
2024
Q1 | $2.71M | Sell |
30,433
-525
| -2% | -$46.7K | 0.24% | 86 |
|
|
2023
Q4 | $2.73M | Buy |
30,958
+240
| +0.8% | +$21.2K | 0.26% | 79 |
|
|
2023
Q3 | $2.56M | Sell |
30,718
-16,295
| -35% | -$1.36M | 0.27% | 80 |
|
|
2023
Q2 | $4.02M | Sell |
47,013
-1,889
| -4% | -$161K | 0.4% | 48 |
|
|
2023
Q1 | $4.21M | Buy |
48,902
+306
| +0.6% | +$26.3K | 0.54% | 37 |
|
|
2022
Q4 | $4.14M | Buy |
48,596
+1,181
| +2% | +$101K | 0.54% | 38 |
|
|
2022
Q3 | $3.97M | Sell |
47,415
-790
| -2% | -$66.1K | 0.5% | 42 |
|
|
2022
Q2 | $3.98M | Buy |
48,205
+13,136
| +37% | +$1.09M | 0.48% | 40 |
|
|
2022
Q1 | $3.1M | Buy |
35,069
+26,223
| +296% | +$2.32M | 0.3% | 58 |
|
|
2021
Q4 | $868K | Buy |
+8,846
| New | +$868K | 0.08% | 190 |
|
|
2021
Q3 | – | Sell |
-7,293
| Closed | -$669K | – | 364 |
|
|
2021
Q2 | $669K | Buy |
7,293
+2,982
| +69% | +$274K | 0.07% | 222 |
|
|
2021
Q1 | $335K | Buy |
4,311
+1,194
| +38% | +$92.8K | 0.03% | 312 |
|
|
2020
Q4 | $214K | Buy |
+3,117
| New | +$214K | 0.06% | 169 |
|