Wolff Wiese Magana’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 | $2.14M | Sell |
15,206
-4,495
| -23% | -$633K | 1.33% | 24 |
|
|
2025
Q1 | $2.3M | Buy |
19,701
+8
| +0% | +$933 | 1.56% | 21 |
|
|
2024
Q4 | $2.48M | Sell |
19,693
-4,001
| -17% | -$503K | 1.64% | 20 |
|
|
2024
Q3 | $2.47M | Buy |
23,694
+361
| +2% | +$37.6K | 1.69% | 17 |
|
|
2024
Q2 | $2.27M | Sell |
23,333
-69
| -0.3% | -$6.71K | 1.8% | 14 |
|
|
2024
Q1 | $2.2M | Sell |
23,402
-218
| -0.9% | -$20.5K | 1.9% | 13 |
|
|
2023
Q4 | $2.2M | Buy |
23,620
+4,724
| +25% | +$441K | 2.09% | 9 |
|
|
2023
Q3 | $1.54M | Buy |
18,896
+580
| +3% | +$47.4K | 1.26% | 23 |
|
|
2023
Q2 | $1.56M | Buy |
18,316
+2,346
| +15% | +$200K | 1.21% | 29 |
|
|
2023
Q1 | $1.4M | Buy |
15,970
+113
| +0.7% | +$9.92K | 1.14% | 32 |
|
|
2022
Q4 | $1.35M | Buy |
15,857
+985
| +7% | +$83.7K | 1.16% | 32 |
|
|
2022
Q3 | $1.18M | Buy |
14,872
+12,721
| +591% | +$1.01M | 0.94% | 39 |
|
|
2022
Q2 | $164K | Buy |
2,151
+735
| +52% | +$56K | 0.12% | 130 |
|
|
2022
Q1 | $124K | Buy |
1,416
+43
| +3% | +$3.77K | 0.08% | 162 |
|
|
2021
Q4 | $135K | Sell |
1,373
-777
| -36% | -$76.4K | 0.09% | 172 |
|
|
2021
Q3 | $209K | Sell |
2,150
-626
| -23% | -$60.9K | 0.15% | 123 |
|
|
2021
Q2 | $255K | Buy |
2,776
+36
| +1% | +$3.31K | 0.18% | 105 |
|
|
2021
Q1 | $213K | Buy |
2,740
+176
| +7% | +$13.7K | 0.17% | 111 |
|
|
2020
Q4 | $176K | Buy |
+2,564
| New | +$176K | 0.15% | 122 |
|