Empire Financial Management Company’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 | $981K | Buy |
6,962
+195
| +3% | +$27.5K | 0.28% | 100 |
|
|
2025
Q1 | $790K | Buy |
6,767
+138
| +2% | +$16.1K | 0.24% | 113 |
|
|
2024
Q4 | $833K | Sell |
6,629
-33
| -0.5% | -$4.15K | 0.26% | 110 |
|
|
2024
Q3 | $694K | Sell |
6,662
-187
| -3% | -$19.5K | 0.21% | 122 |
|
|
2024
Q2 | $666K | Buy |
6,849
+311
| +5% | +$30.2K | 0.22% | 115 |
|
|
2024
Q1 | $616K | Sell |
6,538
-306
| -4% | -$28.8K | 0.2% | 128 |
|
|
2023
Q4 | $638K | Buy |
6,844
+193
| +3% | +$18K | 0.25% | 101 |
|
|
2023
Q3 | $543K | Buy |
+6,651
| New | +$543K | 0.24% | 108 |
|