Aviso 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
$73.2K Buy
520
+20
+4% +$2.82K ﹤0.01% 249
2025
Q1
$58.3K Hold
500
﹤0.01% 256
2024
Q4
$62.9K Hold
500
﹤0.01% 262
2024
Q3
$52.1K Sell
500
-325
-39% -$33.9K ﹤0.01% 263
2024
Q2
$80.2K Buy
+825
New +$80.2K ﹤0.01% 252