Bard Financial Services’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 | $1.72M | Hold |
12,180
| – | – | 0.2% | 92 |
|
|
2025
Q1 | $1.42M | Hold |
12,180
| – | – | 0.17% | 98 |
|
|
2024
Q4 | $1.53M | Sell |
12,180
-250
| -2% | -$31.4K | 0.18% | 97 |
|
|
2024
Q3 | $1.3M | Sell |
12,430
-1,875
| -13% | -$195K | 0.15% | 103 |
|
|
2024
Q2 | $1.39M | Hold |
14,305
| – | – | 0.14% | 102 |
|
|
2024
Q1 | $1.35M | Buy |
14,305
+55
| +0.4% | +$5.18K | 0.14% | 102 |
|
|
2023
Q4 | $1.33M | Buy |
14,250
+1,155
| +9% | +$108K | 0.15% | 104 |
|
|
2023
Q3 | $1.07M | Buy |
13,095
+475
| +4% | +$38.8K | 0.13% | 109 |
|
|
2023
Q2 | $1.08M | Buy |
12,620
+125
| +1% | +$10.7K | 0.08% | 166 |
|
|
2023
Q1 | $1.1M | Hold |
12,495
| – | – | 0.09% | 165 |
|
|
2022
Q4 | $1.06M | Hold |
12,495
| – | – | 0.09% | 159 |
|
|
2022
Q3 | $987K | Buy |
12,495
+1,125
| +10% | +$88.9K | 0.09% | 155 |
|
|
2022
Q2 | $864K | Buy |
11,370
+2,375
| +26% | +$180K | 0.08% | 163 |
|
|
2022
Q1 | $786K | Buy |
8,995
+1,675
| +23% | +$146K | 0.06% | 164 |
|
|
2021
Q4 | $719K | Buy |
7,320
+875
| +14% | +$85.9K | 0.06% | 172 |
|
|
2021
Q3 | $627K | Buy |
6,445
+400
| +7% | +$38.9K | 0.06% | 169 |
|
|
2021
Q2 | $554K | Buy |
6,045
+1,700
| +39% | +$156K | 0.05% | 179 |
|
|
2021
Q1 | $337K | Buy |
+4,345
| New | +$337K | 0.03% | 207 |
|