Bare 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 | $29.9K | Buy |
212
+13
| +7% | +$1.83K | 0.01% | 90 |
|
|
2025
Q1 | $23.2K | Hold |
199
| – | – | 0.01% | 82 |
|
|
2024
Q4 | $25K | Hold |
199
| – | – | 0.01% | 78 |
|
|
2024
Q3 | $20.7K | Hold |
199
| – | – | 0.01% | 82 |
|
|
2024
Q2 | $20.5K | Hold |
199
| – | – | 0.01% | 82 |
|
|
2024
Q1 | $18.1K | Hold |
199
| – | – | 0.02% | 75 |
|
|
2023
Q4 | $18.6K | Buy |
+199
| New | +$18.6K | 0.04% | 64 |
|