Dynasty 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 | $1.68M | Sell |
11,927
-2,707
| -18% | -$381K | 0.03% | 98 |
|
|
2025
Q1 | $1.71M | Buy |
14,634
+115
| +0.8% | +$13.4K | 0.03% | 105 |
|
|
2024
Q4 | $1.83M | Sell |
14,519
-6,655
| -31% | -$837K | 0.03% | 105 |
|
|
2024
Q3 | $2.21M | Sell |
21,174
-620
| -3% | -$64.6K | 0.07% | 67 |
|
|
2024
Q2 | $2.12M | Buy |
21,794
+1,324
| +6% | +$129K | 0.06% | 79 |
|
|
2024
Q1 | $1.93M | Buy |
+20,470
| New | +$1.93M | 0.06% | 73 |
|