Compass 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 | – | Sell |
-1,184
| Closed | -$138K | – | 305 |
|
|
2025
Q1 | $138K | Hold |
1,184
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $149K | Hold |
1,184
| – | – | 0.04% | 164 |
|
|
2024
Q3 | $123K | Hold |
1,184
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $115K | Hold |
1,184
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $111K | Hold |
1,184
| – | – | 0.03% | 189 |
|
|
2023
Q4 | $110K | Hold |
1,184
| – | – | 0.03% | 185 |
|
|
2023
Q3 | $96.7K | Sell |
1,184
-28
| -2% | -$2.29K | 0.03% | 188 |
|
|
2023
Q2 | $104K | Hold |
1,212
| – | – | 0.03% | 185 |
|
|
2023
Q1 | $106K | Hold |
1,212
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $103K | Buy |
+1,212
| New | +$103K | 0.03% | 185 |
|