ES
Eagle Strategies’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
2,184
+12
| +0.6% | +$1.69K | 0.05% | 190 |
|
|
2025
Q1 | $253K | Sell |
2,172
-331
| -13% | -$38.6K | 0.04% | 192 |
|
|
2024
Q4 | $315K | Sell |
2,503
-220
| -8% | -$27.7K | 0.05% | 171 |
|
|
2024
Q3 | $284K | Sell |
2,723
-114
| -4% | -$11.9K | 0.05% | 173 |
|
|
2024
Q2 | $276K | Buy |
+2,837
| New | +$276K | 0.05% | 174 |
|
|
2024
Q1 | – | Sell |
-2,794
| Closed | -$261K | – | 310 |
|
|
2023
Q4 | $261K | Buy |
2,794
+31
| +1% | +$2.89K | 0.06% | 166 |
|
|
2023
Q3 | $226K | Buy |
2,763
+1
| +0% | +$82 | 0.06% | 170 |
|
|
2023
Q2 | $236K | Buy |
2,762
+128
| +5% | +$10.9K | 0.06% | 170 |
|
|
2023
Q1 | $231K | Buy |
2,634
+102
| +4% | +$8.96K | 0.06% | 166 |
|
|
2022
Q4 | $215K | Buy |
+2,532
| New | +$215K | 0.06% | 160 |
|
|
2022
Q2 | – | Sell |
-2,454
| Closed | -$215K | – | 154 |
|
|
2022
Q1 | $215K | Buy |
2,454
+16
| +0.7% | +$1.4K | 0.08% | 134 |
|
|
2021
Q4 | $239K | Buy |
+2,438
| New | +$239K | 0.09% | 129 |
|