Boston Financial Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.03M | Buy |
8,203
+3,315
| +68% | +$417K | 0.03% | 191 |
|
|
2024
Q3 | $510K | Sell |
4,888
-59
| -1% | -$6.15K | 0.02% | 237 |
|
|
2024
Q2 | $481K | Sell |
4,947
-101
| -2% | -$9.82K | 0.02% | 241 |
|
|
2024
Q1 | $475K | Sell |
5,048
-467
| -8% | -$44K | 0.02% | 252 |
|
|
2023
Q4 | $514K | Buy |
5,515
+29
| +0.5% | +$2.7K | 0.02% | 237 |
|
|
2023
Q3 | $448K | Buy |
5,486
+14
| +0.3% | +$1.14K | 0.02% | 232 |
|
|
2023
Q2 | $467K | Sell |
5,472
-134
| -2% | -$11.4K | 0.02% | 238 |
|
|
2023
Q1 | $492K | Sell |
5,606
-317
| -5% | -$27.8K | 0.02% | 229 |
|
|
2022
Q4 | $504K | Buy |
5,923
+250
| +4% | +$21.3K | 0.02% | 223 |
|
|
2022
Q3 | $448K | Buy |
5,673
+479
| +9% | +$37.8K | 0.02% | 221 |
|
|
2022
Q2 | $395K | Buy |
5,194
+2,485
| +92% | +$189K | 0.02% | 226 |
|
|
2022
Q1 | $237K | Buy |
+2,709
| New | +$237K | 0.01% | 265 |
|