AA Financial 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 | $567K | Buy |
4,028
+812
| +25% | +$114K | 0.12% | 103 |
|
|
2025
Q1 | $375K | Hold |
3,216
| – | – | 0.09% | 118 |
|
|
2024
Q4 | $404K | Buy |
3,216
+637
| +25% | +$80.1K | 0.11% | 113 |
|
|
2024
Q3 | $269K | Hold |
2,579
| – | – | 0.08% | 144 |
|
|
2024
Q2 | $251K | Hold |
2,579
| – | – | 0.09% | 146 |
|
|
2024
Q1 | $243K | Buy |
2,579
+312
| +14% | +$29.4K | 0.1% | 143 |
|
|
2023
Q4 | $211K | Buy |
+2,267
| New | +$211K | 0.14% | 61 |
|