Angeles 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 | $814K | Buy |
5,782
+817
| +16% | +$115K | 0.06% | 126 |
|
|
2025
Q1 | $579K | Buy |
4,965
+524
| +12% | +$61.1K | 0.05% | 129 |
|
|
2024
Q4 | $558K | Buy |
4,441
+763
| +21% | +$95.9K | 0.05% | 133 |
|
|
2024
Q3 | $383K | Sell |
3,678
-56
| -1% | -$5.84K | 0.03% | 161 |
|
|
2024
Q2 | $363K | Sell |
3,734
-245
| -6% | -$23.8K | 0.03% | 155 |
|
|
2024
Q1 | $375K | Buy |
3,979
+1,190
| +43% | +$112K | 0.04% | 149 |
|
|
2023
Q4 | $260K | Buy |
+2,789
| New | +$260K | 0.03% | 165 |
|