Bleakley 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 | $4.29M | Buy |
30,443
+1,593
| +6% | +$224K | 0.11% | 165 |
|
|
2025
Q1 | $3.37M | Buy |
28,850
+397
| +1% | +$46.3K | 0.11% | 173 |
|
|
2024
Q4 | $3.58M | Buy |
28,453
+910
| +3% | +$114K | 0.11% | 162 |
|
|
2024
Q3 | $2.87M | Buy |
27,543
+3,042
| +12% | +$317K | 0.09% | 192 |
|
|
2024
Q2 | $2.38M | Buy |
24,501
+926
| +4% | +$90K | 0.07% | 252 |
|
|
2024
Q1 | $2.22M | Buy |
23,575
+473
| +2% | +$44.5K | 0.06% | 277 |
|
|
2023
Q4 | $2.15M | Sell |
23,102
-2,765
| -11% | -$258K | 0.07% | 265 |
|
|
2023
Q3 | $2.11M | Sell |
25,867
-646
| -2% | -$52.8K | 0.07% | 242 |
|
|
2023
Q2 | $2.26M | Sell |
26,513
-1,724
| -6% | -$147K | 0.07% | 243 |
|
|
2023
Q1 | $2.48M | Buy |
28,237
+7,063
| +33% | +$620K | 0.08% | 210 |
|
|
2022
Q4 | $1.8M | Buy |
+21,174
| New | +$1.8M | 0.06% | 266 |
|