Castle 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 | $425K | Sell |
3,019
-283
| -9% | -$39.9K | 0.15% | 83 |
|
|
2025
Q1 | $385K | Sell |
3,302
-281
| -8% | -$32.8K | 0.15% | 89 |
|
|
2024
Q4 | $450K | Sell |
3,583
-4,549
| -56% | -$572K | 0.18% | 82 |
|
|
2024
Q3 | $848K | Sell |
8,132
-3,273
| -29% | -$341K | 0.34% | 61 |
|
|
2024
Q2 | $1.11M | Buy |
11,405
+364
| +3% | +$35.4K | 0.53% | 48 |
|
|
2024
Q1 | $1.04M | Buy |
11,041
+692
| +7% | +$65.2K | 0.54% | 49 |
|
|
2023
Q4 | $965K | Buy |
10,349
+171
| +2% | +$15.9K | 0.58% | 47 |
|
|
2023
Q3 | $831K | Buy |
10,178
+3,832
| +60% | +$313K | 0.59% | 44 |
|
|
2023
Q2 | $542K | Buy |
6,346
+217
| +4% | +$18.5K | 0.38% | 60 |
|
|
2023
Q1 | $541K | Sell |
6,129
-76
| -1% | -$6.71K | 0.42% | 53 |
|
|
2022
Q4 | $528K | Buy |
6,205
+278
| +5% | +$23.6K | 0.33% | 60 |
|
|
2022
Q3 | $468K | Buy |
5,927
+5,343
| +915% | +$422K | 0.28% | 60 |
|
|
2022
Q2 | $44K | Buy |
+584
| New | +$44K | 0.03% | 228 |
|