Brown Financial Advisors’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 | $2.4M | Sell |
17,062
-1,172
| -6% | -$165K | 0.94% | 34 |
|
|
2025
Q1 | $2.13M | Buy |
18,234
+2,612
| +17% | +$305K | 0.88% | 41 |
|
|
2024
Q4 | $1.96M | Sell |
15,622
-1,314
| -8% | -$165K | 0.79% | 38 |
|
|
2024
Q3 | $1.77M | Sell |
16,936
-3,207
| -16% | -$334K | 0.73% | 43 |
|
|
2024
Q2 | $1.96M | Buy |
+20,143
| New | +$1.96M | 0.87% | 35 |
|