Baron Wealth Management’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 | $735K | Buy |
5,216
+406
| +8% | +$57.2K | 0.26% | 52 |
|
|
2025
Q1 | $561K | Buy |
4,810
+261
| +6% | +$30.5K | 0.25% | 63 |
|
|
2024
Q4 | $572K | Buy |
4,549
+1
| +0% | +$126 | 0.27% | 56 |
|
|
2024
Q3 | $474K | Buy |
4,548
+65
| +1% | +$6.78K | 0.23% | 69 |
|
|
2024
Q2 | $436K | Sell |
4,483
-2
| -0% | -$194 | 0.23% | 68 |
|
|
2024
Q1 | $422K | Buy |
4,485
+3
| +0.1% | +$282 | 0.22% | 69 |
|
|
2023
Q4 | $418K | Buy |
4,482
+20
| +0.4% | +$1.87K | 0.23% | 67 |
|
|
2023
Q3 | $364K | Buy |
4,462
+2
| +0% | +$163 | 0.23% | 74 |
|
|
2023
Q2 | $381K | Buy |
4,460
+2
| +0% | +$171 | 0.24% | 66 |
|
|
2023
Q1 | $391K | Buy |
4,458
+2
| +0% | +$176 | 0.28% | 61 |
|
|
2022
Q4 | $379K | Buy |
+4,456
| New | +$379K | 0.29% | 62 |
|