Broadleaf Partners’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 | $383K | Hold |
2,719
| – | – | 0.08% | 62 |
|
|
2025
Q1 | $317K | Hold |
2,719
| – | – | 0.08% | 67 |
|
|
2024
Q4 | $342K | Hold |
2,719
| – | – | 0.08% | 62 |
|
|
2024
Q3 | $283K | Hold |
2,719
| – | – | 0.07% | 73 |
|
|
2024
Q2 | $264K | Hold |
2,719
| – | – | 0.06% | 70 |
|
|
2024
Q1 | $256K | Hold |
2,719
| – | – | 0.07% | 73 |
|
|
2023
Q4 | $254K | Hold |
2,719
| – | – | 0.07% | 73 |
|
|
2023
Q3 | $222K | Hold |
2,719
| – | – | 0.07% | 66 |
|
|
2023
Q2 | $232K | Hold |
2,719
| – | – | 0.08% | 70 |
|
|
2023
Q1 | $239K | Hold |
2,719
| – | – | 0.09% | 67 |
|
|
2022
Q4 | $231K | Hold |
2,719
| – | – | 0.09% | 69 |
|
|
2022
Q3 | $215K | Hold |
2,719
| – | – | 0.09% | 66 |
|
|
2022
Q2 | $207K | Hold |
2,719
| – | – | 0.09% | 64 |
|
|
2022
Q1 | $238K | Hold |
2,719
| – | – | 0.08% | 66 |
|
|
2021
Q4 | $267K | Hold |
2,719
| – | – | 0.08% | 66 |
|
|
2021
Q3 | $265K | Hold |
2,719
| – | – | 0.09% | 64 |
|
|
2021
Q2 | $249K | Hold |
2,719
| – | – | 0.09% | 69 |
|
|
2021
Q1 | $211K | Buy |
+2,719
| New | +$211K | 0.08% | 70 |
|