Balboa Wealth Partners’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 | $396K | Sell |
2,812
-124
| -4% | -$17.5K | 0.08% | 195 |
|
|
2025
Q1 | $343K | Sell |
2,936
-865
| -23% | -$101K | 0.08% | 175 |
|
|
2024
Q4 | $478K | Buy |
+3,801
| New | +$478K | 0.11% | 146 |
|
|
2024
Q3 | – | Sell |
-2,946
| Closed | -$286K | – | 360 |
|
|
2024
Q2 | $286K | Buy |
+2,946
| New | +$286K | 0.08% | 199 |
|