Baron Silver Stevens Financial Advisors’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 | $308K | Buy |
+2,187
| New | +$308K | 0.05% | 105 |
|
|
2025
Q1 | – | Sell |
-1,610
| Closed | -$202K | – | 127 |
|
|
2024
Q4 | $202K | Buy |
+1,610
| New | +$202K | 0.03% | 125 |
|
|
2024
Q2 | – | Sell |
-2,159
| Closed | -$203K | – | 120 |
|
|
2024
Q1 | $203K | Buy |
+2,159
| New | +$203K | 0.04% | 123 |
|
|
2021
Q1 | – | Sell |
-28
| Closed | -$1K | – | 309 |
|
|
2020
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 462 |
|