WP Advisors’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 | $245K | Buy |
+1,736
| New | +$245K | 0.07% | 105 |
|
|
2025
Q1 | – | Sell |
-1,688
| Closed | -$212K | – | 112 |
|
|
2024
Q4 | $212K | Buy |
+1,688
| New | +$212K | 0.07% | 100 |
|
|
2019
Q2 | – | Sell |
-1,413
| Closed | -$596 | – | 128 |
|
|
2019
Q1 | $596 | Buy |
+1,413
| New | +$596 | 0.06% | 108 |
|
|
2018
Q4 | – | Sell |
-1,831
| Closed | -$85K | – | 171 |
|
|
2018
Q3 | $85K | Buy |
1,831
+12
| +0.7% | +$557 | 0.08% | 102 |
|
|
2018
Q2 | $87K | Buy |
+1,819
| New | +$87K | 0.08% | 98 |
|