Accordant Advisory Group’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 | $66.2K | Hold |
470
| – | – | 0.05% | 76 |
|
|
2025
Q1 | $54.8K | Hold |
470
| – | – | 0.05% | 60 |
|
|
2024
Q4 | $59.1K | Hold |
470
| – | – | 0.06% | 61 |
|
|
2024
Q3 | $49K | Hold |
470
| – | – | 0.04% | 70 |
|
|
2024
Q2 | $45.7K | Hold |
470
| – | – | 0.04% | 79 |
|
|
2024
Q1 | $44.3K | Buy |
+470
| New | +$44.3K | 0.03% | 130 |
|