Donoghue Forlines’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
$1.57M Sell
11,177
-1,581
-12% -$223K 0.45% 64
2025
Q1
$1.49M Buy
12,758
+475
+4% +$55.4K 0.47% 79
2024
Q4
$1.54M Buy
+12,283
New +$1.54M 0.52% 62