BFA
Beacon Financial Advisory’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
2,054
+110
| +6% | +$15.5K | 0.07% | 277 |
|
|
2025
Q1 | $227K | Buy |
1,944
+242
| +14% | +$28.2K | 0.07% | 297 |
|
|
2024
Q4 | $214K | Buy |
+1,702
| New | +$214K | 0.07% | 276 |
|
|
2024
Q3 | – | Sell |
-2,080
| Closed | -$202K | – | 314 |
|
|
2024
Q2 | $202K | Buy |
+2,080
| New | +$202K | 0.08% | 276 |
|