WrapManager Inc’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 | $787K | Sell |
5,584
-208
| -4% | -$29.3K | 0.19% | 95 |
|
|
2025
Q1 | $676K | Buy |
5,792
+3,132
| +118% | +$365K | 0.18% | 95 |
|
|
2024
Q4 | $334K | Sell |
2,660
-583
| -18% | -$73.3K | 0.09% | 151 |
|
|
2024
Q3 | $338K | Buy |
3,243
+918
| +39% | +$95.7K | 0.09% | 154 |
|
|
2024
Q2 | $226K | Sell |
2,325
-288
| -11% | -$28K | 0.06% | 237 |
|
|
2024
Q1 | $246K | Sell |
2,613
-185
| -7% | -$17.4K | 0.07% | 235 |
|
|
2023
Q4 | $261K | Sell |
2,798
-227
| -8% | -$21.2K | 0.08% | 232 |
|
|
2023
Q3 | $247K | Buy |
3,025
+250
| +9% | +$20.4K | 0.08% | 226 |
|
|
2023
Q2 | $237K | Sell |
2,775
-647
| -19% | -$55.3K | 0.07% | 246 |
|
|
2023
Q1 | $300K | Buy |
3,422
+659
| +24% | +$57.9K | 0.09% | 216 |
|
|
2022
Q4 | $235K | Sell |
2,763
-7
| -0.3% | -$595 | 0.08% | 238 |
|
|
2022
Q3 | $219K | Sell |
2,770
-94
| -3% | -$7.43K | 0.07% | 239 |
|
|
2022
Q2 | $218K | Buy |
+2,864
| New | +$218K | 0.07% | 263 |
|
|
2021
Q2 | – | Sell |
-2,640
| Closed | -$205K | – | 304 |
|
|
2021
Q1 | $205K | Sell |
2,640
-514
| -16% | -$39.9K | 0.06% | 280 |
|
|
2020
Q4 | $216K | Buy |
+3,154
| New | +$216K | 0.06% | 249 |
|