Darden Wealth 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 | $338K | Hold |
2,396
| – | – | 0.2% | 98 |
|
|
2025
Q1 | $280K | Hold |
2,396
| – | – | 0.22% | 87 |
|
|
2024
Q4 | $301K | Hold |
2,396
| – | – | 0.2% | 85 |
|
|
2024
Q3 | $250K | Hold |
2,396
| – | – | 0.18% | 90 |
|
|
2024
Q2 | $233K | Hold |
2,396
| – | – | 0.14% | 92 |
|
|
2024
Q1 | $226K | Hold |
2,396
| – | – | 0.18% | 95 |
|
|
2023
Q4 | $223K | Buy |
+2,396
| New | +$223K | 0.21% | 87 |
|