Auxano Advisors’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 | $394K | Sell |
2,795
-43
| -2% | -$6.06K | 0.09% | 110 |
|
|
2025
Q1 | $331K | Sell |
2,838
-160
| -5% | -$18.7K | 0.09% | 117 |
|
|
2024
Q4 | $377K | Buy |
2,998
+96
| +3% | +$12.1K | 0.1% | 108 |
|
|
2024
Q3 | $303K | Buy |
2,902
+177
| +6% | +$18.5K | 0.08% | 129 |
|
|
2024
Q2 | $265K | Sell |
2,725
-63
| -2% | -$6.12K | 0.07% | 128 |
|
|
2024
Q1 | $263K | Buy |
+2,788
| New | +$263K | 0.08% | 131 |
|