Cypress Financial Planning’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 | $5.31M | Sell |
37,713
-1,738
| -4% | -$245K | 1.73% | 15 |
|
|
2025
Q1 | $4.6M | Buy |
39,451
+3
| +0% | +$350 | 1.64% | 15 |
|
|
2024
Q4 | $4.96M | Buy |
39,448
+13
| +0% | +$1.63K | 1.82% | 14 |
|
|
2024
Q3 | $4.11M | Sell |
39,435
-645
| -2% | -$67.2K | 1.52% | 14 |
|
|
2024
Q2 | $3.9M | Sell |
40,080
-698
| -2% | -$67.8K | 1.61% | 14 |
|
|
2024
Q1 | $3.84M | Buy |
+40,778
| New | +$3.84M | 1.76% | 14 |
|
|
2023
Q4 | – | Sell |
-40,898
| Closed | -$3.34M | – | 50 |
|
|
2023
Q3 | $3.34M | Sell |
40,898
-619
| -1% | -$50.6K | 1.91% | 12 |
|
|
2023
Q2 | $3.59M | Sell |
41,517
-121
| -0.3% | -$10.5K | 2.03% | 12 |
|
|
2023
Q1 | $3.63M | Sell |
41,638
-22
| -0.1% | -$1.92K | 2.21% | 11 |
|
|
2022
Q4 | $3.57M | Buy |
41,660
+4
| +0% | +$343 | 2.39% | 11 |
|
|
2022
Q3 | $3.29M | Sell |
41,656
-317
| -0.8% | -$25K | 2.34% | 11 |
|
|
2022
Q2 | $3.19M | Buy |
+41,973
| New | +$3.19M | 2.19% | 11 |
|