Atomi Financial 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 | $2.75M | Buy |
19,544
+4,314
| +28% | +$608K | 0.1% | 145 |
|
|
2025
Q1 | $1.78M | Buy |
15,230
+10
| +0.1% | +$1.17K | 0.08% | 189 |
|
|
2024
Q4 | $1.91M | Buy |
15,220
+2,327
| +18% | +$293K | 0.1% | 150 |
|
|
2024
Q3 | $1.34M | Buy |
12,893
+107
| +0.8% | +$11.2K | 0.08% | 184 |
|
|
2024
Q2 | $1.24M | Buy |
12,786
+5,891
| +85% | +$573K | 0.09% | 178 |
|
|
2024
Q1 | $649K | Buy |
6,895
+1,142
| +20% | +$108K | 0.06% | 266 |
|
|
2023
Q4 | $536K | Buy |
5,753
+2,753
| +92% | +$257K | 0.07% | 249 |
|
|
2023
Q3 | $245K | Buy |
+3,000
| New | +$245K | 0.08% | 286 |
|