Allen Capital 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 | $611K | Buy |
4,335
+429
| +11% | +$60.4K | 0.06% | 159 |
|
|
2025
Q1 | $456K | Buy |
3,906
+156
| +4% | +$18.2K | 0.05% | 171 |
|
|
2024
Q4 | $471K | Buy |
3,750
+483
| +15% | +$60.7K | 0.06% | 154 |
|
|
2024
Q3 | $341K | Buy |
3,267
+886
| +37% | +$92.4K | 0.04% | 175 |
|
|
2024
Q2 | $231K | Buy |
+2,381
| New | +$231K | 0.03% | 191 |
|