Connecticut 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 | $665K | Sell |
4,721
-29
| -0.6% | -$4.09K | 0.03% | 194 |
|
|
2025
Q1 | $554K | Sell |
4,750
-47
| -1% | -$5.48K | 0.03% | 201 |
|
|
2024
Q4 | $603K | Buy |
4,797
+2
| +0% | +$251 | 0.03% | 171 |
|
|
2024
Q3 | $500K | Sell |
4,795
-216
| -4% | -$22.5K | 0.02% | 217 |
|
|
2024
Q2 | $487K | Buy |
5,011
+517
| +12% | +$50.2K | 0.03% | 215 |
|
|
2024
Q1 | $423K | Sell |
4,494
-1,020
| -18% | -$96K | 0.02% | 230 |
|
|
2023
Q4 | $514K | Sell |
5,514
-1,823
| -25% | -$170K | 0.03% | 208 |
|
|
2023
Q3 | $599K | Buy |
7,337
+4,429
| +152% | +$362K | 0.04% | 159 |
|
|
2023
Q2 | $248K | Buy |
+2,908
| New | +$248K | 0.02% | 227 |
|