Cornerstone Planning Group’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 | $28.7K | Sell |
204
-164
| -45% | -$23K | 0.01% | 348 |
|
|
2025
Q1 | $41.3K | Buy |
368
+239
| +185% | +$26.8K | 0.01% | 268 |
|
|
2024
Q4 | $17.6K | Buy |
129
+20
| +18% | +$2.73K | ﹤0.01% | 331 |
|
|
2024
Q3 | $13K | Buy |
109
+12
| +12% | +$1.43K | ﹤0.01% | 368 |
|
|
2024
Q2 | $8.93K | Buy |
97
+17
| +21% | +$1.57K | ﹤0.01% | 465 |
|
|
2024
Q1 | $7.49K | Sell |
80
-20
| -20% | -$1.87K | ﹤0.01% | 457 |
|
|
2023
Q4 | $9.33K | Sell |
100
-15
| -13% | -$1.4K | ﹤0.01% | 441 |
|
|
2023
Q3 | $9.39K | Buy |
115
+38
| +49% | +$3.1K | ﹤0.01% | 435 |
|
|
2023
Q2 | $6.58K | Buy |
+77
| New | +$6.58K | ﹤0.01% | 798 |
|
|
2022
Q4 | $7.16K | Buy |
+76
| New | +$7.16K | ﹤0.01% | 744 |
|