Beacon Financial Group’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 | $804K | Sell |
5,709
-253
| -4% | -$35.6K | 0.08% | 184 |
|
|
2025
Q1 | $696K | Sell |
5,962
-989
| -14% | -$115K | 0.08% | 189 |
|
|
2024
Q4 | $874K | Sell |
6,951
-134
| -2% | -$16.8K | 0.09% | 171 |
|
|
2024
Q3 | $739K | Sell |
7,085
-515
| -7% | -$53.7K | 0.08% | 185 |
|
|
2024
Q2 | $739K | Sell |
7,600
-40
| -0.5% | -$3.89K | 0.08% | 182 |
|
|
2024
Q1 | $719K | Sell |
7,640
-910
| -11% | -$85.7K | 0.08% | 184 |
|
|
2023
Q4 | $797K | Sell |
8,550
-1,533
| -15% | -$143K | 0.1% | 165 |
|
|
2023
Q3 | $859K | Sell |
10,083
-380
| -4% | -$32.4K | 0.12% | 145 |
|
|
2023
Q2 | $892K | Sell |
10,463
-872
| -8% | -$74.3K | 0.12% | 139 |
|
|
2023
Q1 | $952K | Buy |
+11,335
| New | +$952K | 0.13% | 138 |
|