Barlow 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 | $766K | Sell |
5,364
-100
| -2% | -$14.3K | 0.09% | 64 |
|
|
2025
Q1 | $634K | Buy |
5,464
+82
| +2% | +$9.51K | 0.08% | 70 |
|
|
2024
Q4 | $703K | Sell |
5,382
-400
| -7% | -$52.2K | 0.09% | 70 |
|
|
2024
Q3 | $622K | Hold |
5,782
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $590K | Hold |
5,782
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $498K | Hold |
5,782
| – | – | 0.07% | 85 |
|
|
2023
Q4 | $539K | Buy |
+5,782
| New | +$539K | 0.08% | 83 |
|