AFT Forsyth & Company’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 | $378K | Hold |
2,685
| – | – | 0.19% | 81 |
|
|
2025
Q1 | $313K | Hold |
2,685
| – | – | 0.17% | 99 |
|
|
2024
Q4 | $338K | Buy |
2,685
+200
| +8% | +$25.1K | 0.17% | 101 |
|
|
2024
Q3 | $259K | Hold |
2,485
| – | – | 0.13% | 117 |
|
|
2024
Q2 | $242K | Hold |
2,485
| – | – | 0.12% | 125 |
|
|
2024
Q1 | $234K | Hold |
2,485
| – | – | 0.13% | 129 |
|
|
2023
Q4 | $232K | Buy |
+2,485
| New | +$232K | 0.15% | 126 |
|
|
2023
Q3 | – | Sell |
-2,385
| Closed | -$204K | – | 132 |
|
|
2023
Q2 | $204K | Buy |
2,385
+100
| +4% | +$8.54K | 0.14% | 130 |
|
|
2023
Q1 | $201K | Buy |
+2,285
| New | +$201K | 0.15% | 135 |
|
|
2022
Q1 | – | Sell |
-2,085
| Closed | -$205K | – | 154 |
|
|
2021
Q4 | $205K | Buy |
+2,085
| New | +$205K | 0.11% | 155 |
|
|
2013
Q3 | $4K | Hold |
130
| – | – | 0.01% | 295 |
|
|
2013
Q2 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 281 |
|