Dogwood 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 | $37K | Buy |
262
+139
| +113% | +$19.6K | 0.02% | 136 |
|
|
2025
Q1 | $14.3K | Buy |
123
+8
| +7% | +$930 | 0.01% | 177 |
|
|
2024
Q4 | $14.4K | Buy |
115
+1
| +0.9% | +$125 | 0.01% | 172 |
|
|
2024
Q3 | $11.9K | Buy |
114
+1
| +0.9% | +$104 | 0.01% | 157 |
|
|
2024
Q2 | $11K | Buy |
113
+1
| +0.9% | +$97 | 0.01% | 167 |
|
|
2024
Q1 | $10.6K | Buy |
112
+1
| +0.9% | +$94 | 0.01% | 187 |
|
|
2023
Q4 | $10.4K | Buy |
+111
| New | +$10.4K | 0.01% | 167 |
|