Center for Financial Planning’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 | – | Sell |
-150
| Closed | -$17.5K | – | 694 |
|
|
2025
Q1 | $17.5K | Hold |
150
| – | – | ﹤0.01% | 406 |
|
|
2024
Q4 | $18.9K | Hold |
150
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $15.6K | Hold |
150
| – | – | ﹤0.01% | 355 |
|
|
2024
Q2 | $14.6K | Sell |
150
-163
| -52% | -$15.8K | ﹤0.01% | 348 |
|
|
2024
Q1 | $29.5K | Buy |
313
+163
| +109% | +$15.3K | ﹤0.01% | 293 |
|
|
2023
Q4 | $14K | Sell |
150
-50
| -25% | -$4.66K | ﹤0.01% | 329 |
|
|
2023
Q3 | $16.3K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $17.1K | Buy |
+200
| New | +$17.1K | ﹤0.01% | 328 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$2K | – | 666 |
|
|
2022
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 477 |
|
|
2021
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 486 |
|