Ethos Financial Group’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 | $226K | Sell |
1,607
-296
| -16% | -$41.7K | 0.02% | 391 |
|
|
2025
Q1 | $239K | Hold |
1,903
| – | – | 0.02% | 355 |
|
|
2024
Q4 | $239K | Buy |
+1,903
| New | +$239K | 0.03% | 256 |
|
|
2023
Q3 | – | Sell |
-2,512
| Closed | -$221K | – | 192 |
|
|
2023
Q2 | $221K | Hold |
2,512
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $221K | Buy |
+2,512
| New | +$221K | 0.07% | 159 |
|