Darwin Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Hold |
90
| – | – | ﹤0.01% | 331 |
|
|
2025
Q1 | $11.3K | Hold |
90
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $11.3K | Buy |
90
+51
| +131% | +$6.41K | ﹤0.01% | 365 |
|
|
2024
Q3 | $4.07K | Buy |
+39
| New | +$4.07K | ﹤0.01% | 465 |
|
|
2020
Q2 | – | Sell |
-226
| Closed | -$7K | – | 521 |
|
|
2020
Q1 | $7K | Buy |
+226
| New | +$7K | ﹤0.01% | 553 |
|