Abound Wealth Management’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 | $35.5K | Buy |
252
+93
| +58% | +$13.1K | 0.01% | 252 |
|
|
2025
Q1 | $18.5K | Sell |
159
-34
| -18% | -$3.97K | 0.01% | 303 |
|
|
2024
Q4 | $24.3K | Buy |
193
+4
| +2% | +$503 | 0.01% | 257 |
|
|
2024
Q3 | $19.7K | Hold |
189
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $18.4K | Sell |
189
-255
| -57% | -$24.8K | 0.01% | 265 |
|
|
2024
Q1 | $41.8K | Sell |
444
-20
| -4% | -$1.89K | 0.02% | 167 |
|
|
2023
Q4 | $43.3K | Buy |
464
+30
| +7% | +$2.8K | 0.02% | 167 |
|
|
2023
Q3 | $35.5K | Hold |
434
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $37.1K | Buy |
434
+42
| +11% | +$3.59K | 0.02% | 158 |
|
|
2023
Q1 | $34.4K | Buy |
392
+147
| +60% | +$12.9K | 0.02% | 160 |
|
|
2022
Q4 | $20.8K | Sell |
245
-58
| -19% | -$4.93K | 0.01% | 190 |
|
|
2022
Q3 | $23.9K | Buy |
+303
| New | +$23.9K | 0.01% | 172 |
|