CFM Wealth 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 | $1.62M | Buy |
11,489
+847
| +8% | +$119K | 0.26% | 64 |
|
|
2025
Q1 | $1.24M | Buy |
10,642
+98
| +0.9% | +$11.4K | 0.22% | 70 |
|
|
2024
Q4 | $1.33M | Buy |
10,544
+373
| +4% | +$46.9K | 0.22% | 68 |
|
|
2024
Q3 | $1.06M | Buy |
10,171
+2,003
| +25% | +$209K | 0.19% | 79 |
|
|
2024
Q2 | $794K | Buy |
8,168
+748
| +10% | +$72.7K | 0.15% | 84 |
|
|
2024
Q1 | $699K | Buy |
7,420
+644
| +10% | +$60.6K | 0.14% | 91 |
|
|
2023
Q4 | $632K | Buy |
6,776
+484
| +8% | +$45.1K | 0.14% | 97 |
|
|
2023
Q3 | $514K | Buy |
6,292
+1,708
| +37% | +$139K | 0.13% | 95 |
|
|
2023
Q2 | $391K | Sell |
4,584
-12
| -0.3% | -$1.03K | 0.1% | 130 |
|
|
2023
Q1 | $404K | Buy |
4,596
+518
| +13% | +$45.5K | 0.11% | 121 |
|
|
2022
Q4 | $347K | Buy |
+4,078
| New | +$347K | 0.1% | 126 |
|
|
2020
Q3 | – | Sell |
-1,295
| Closed | -$62K | – | 348 |
|
|
2020
Q2 | $62K | Buy |
1,295
+1,125
| +662% | +$53.9K | 0.02% | 253 |
|
|
2020
Q1 | $6K | Hold |
170
| – | – | ﹤0.01% | 466 |
|
|
2019
Q4 | $10K | Buy |
+170
| New | +$10K | ﹤0.01% | 422 |
|