Accurate 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 | $470K | Buy |
3,295
+1,371
| +71% | +$196K | 0.07% | 271 |
|
|
2025
Q1 | $211K | Buy |
+1,924
| New | +$211K | 0.04% | 358 |
|
|
2024
Q4 | – | Sell |
-1,889
| Closed | -$212K | – | 391 |
|
|
2024
Q3 | $212K | Buy |
+1,889
| New | +$212K | 0.04% | 354 |
|
|
2023
Q1 | – | Sell |
-312
| Closed | -$27.8K | – | 962 |
|
|
2022
Q4 | $27.8K | Buy |
+312
| New | +$27.8K | 0.01% | 586 |
|
|
2022
Q1 | – | Sell |
-7,391
| Closed | -$992K | – | 191 |
|
|
2021
Q4 | $992K | Buy |
7,391
+65
| +0.9% | +$8.72K | 0.81% | 25 |
|
|
2021
Q3 | $985K | Sell |
7,326
-2,817
| -28% | -$379K | 0.86% | 25 |
|
|
2021
Q2 | $930K | Buy |
+10,143
| New | +$930K | 0.82% | 19 |
|