Beaird Harris 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 | $48.7K | Buy |
346
+16
| +5% | +$2.25K | ﹤0.01% | 246 |
|
|
2025
Q1 | $38.5K | Hold |
330
| – | – | ﹤0.01% | 244 |
|
|
2024
Q4 | $41.5K | Buy |
330
+313
| +1,841% | +$39.4K | ﹤0.01% | 241 |
|
|
2024
Q3 | $1.77K | Hold |
17
| – | – | ﹤0.01% | 453 |
|
|
2024
Q2 | $1.65K | Sell |
17
-65
| -79% | -$6.32K | ﹤0.01% | 556 |
|
|
2024
Q1 | $7.72K | Buy |
82
+65
| +382% | +$6.12K | ﹤0.01% | 350 |
|
|
2023
Q4 | $1.59K | Buy |
+17
| New | +$1.59K | ﹤0.01% | 489 |
|
|
2023
Q1 | – | Sell |
-178
| Closed | -$15.1K | – | 650 |
|
|
2022
Q4 | $15.1K | Buy |
+178
| New | +$15.1K | ﹤0.01% | 288 |
|
|
2022
Q2 | – | Sell |
-104
| Closed | -$9K | – | 527 |
|
|
2022
Q1 | $9K | Buy |
+104
| New | +$9K | ﹤0.01% | 350 |
|