BKM 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 | $286K | Sell |
2,033
-4
| -0.2% | -$563 | 0.11% | 129 |
|
|
2025
Q1 | $238K | Sell |
2,037
-1
| -0% | -$117 | 0.1% | 141 |
|
|
2024
Q4 | $256K | Sell |
2,038
-92
| -4% | -$11.6K | 0.11% | 143 |
|
|
2024
Q3 | $222K | Buy |
+2,130
| New | +$222K | 0.09% | 156 |
|
|
2024
Q2 | – | Sell |
-2,204
| Closed | -$208K | – | 182 |
|
|
2024
Q1 | $208K | Buy |
2,204
+127
| +6% | +$12K | 0.09% | 155 |
|
|
2023
Q4 | $194K | Buy |
+2,077
| New | +$194K | 0.08% | 152 |
|