BFSG LLC’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 | $78.9K | Hold |
560
| – | – | 0.01% | 349 |
|
|
2025
Q1 | $65.3K | Hold |
560
| – | – | 0.01% | 355 |
|
|
2024
Q4 | $70.4K | Hold |
560
| – | – | 0.01% | 354 |
|
|
2024
Q3 | $58.4K | Hold |
560
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $54.4K | Hold |
560
| – | – | 0.01% | 357 |
|
|
2024
Q1 | $52.7K | Sell |
560
-40
| -7% | -$3.77K | 0.01% | 371 |
|
|
2023
Q4 | $56K | Buy |
+600
| New | +$56K | 0.01% | 345 |
|