Cherry Tree 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 | $11K | Sell |
78
-112
| -59% | -$15.8K | ﹤0.01% | 399 |
|
|
2025
Q1 | $22.2K | Buy |
190
+78
| +70% | +$9.1K | 0.01% | 339 |
|
|
2024
Q4 | $14.1K | Hold |
112
| – | – | ﹤0.01% | 375 |
|
|
2024
Q3 | $11.7K | Hold |
112
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $10.9K | Buy |
112
+93
| +489% | +$9.04K | ﹤0.01% | 385 |
|
|
2024
Q1 | $1.79K | Hold |
19
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $1.77K | Sell |
19
-21
| -53% | -$1.96K | ﹤0.01% | 512 |
|
|
2023
Q3 | $3.27K | Sell |
40
-2
| -5% | -$163 | ﹤0.01% | 449 |
|
|
2023
Q2 | $3.55K | Buy |
+42
| New | +$3.55K | ﹤0.01% | 445 |
|