Apexium Financial’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 | $353K | Buy |
2,505
+15
| +0.6% | +$2.11K | 0.02% | 215 |
|
|
2025
Q1 | $291K | Sell |
2,490
-71
| -3% | -$8.28K | 0.02% | 225 |
|
|
2024
Q4 | $322K | Sell |
2,561
-636
| -20% | -$80K | 0.02% | 202 |
|
|
2024
Q3 | $333K | Hold |
3,197
| – | – | 0.02% | 178 |
|
|
2024
Q2 | $311K | Sell |
3,197
-53
| -2% | -$5.15K | 0.02% | 176 |
|
|
2024
Q1 | $306K | Sell |
3,250
-832
| -20% | -$78.3K | 0.02% | 176 |
|
|
2023
Q4 | $381K | Buy |
4,082
+1,246
| +44% | +$116K | 0.03% | 195 |
|
|
2023
Q3 | $232K | Sell |
2,836
-68
| -2% | -$5.55K | 0.02% | 191 |
|
|
2023
Q2 | $248K | Buy |
+2,904
| New | +$248K | 0.02% | 193 |
|