Everhart 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 | $1.19M | Buy |
8,435
+1,936
| +30% | +$273K | 0.14% | 102 |
|
|
2025
Q1 | $758K | Sell |
6,499
-875
| -12% | -$102K | 0.1% | 140 |
|
|
2024
Q4 | $927K | Buy |
7,374
+2,169
| +42% | +$273K | 0.19% | 108 |
|
|
2024
Q3 | $543K | Buy |
5,205
+1,175
| +29% | +$122K | 0.12% | 184 |
|
|
2024
Q2 | $392K | Buy |
4,030
+1,385
| +52% | +$135K | 0.1% | 196 |
|
|
2024
Q1 | $249K | Buy |
+2,645
| New | +$249K | 0.07% | 234 |
|
|
2023
Q4 | – | Sell |
-4,734
| Closed | -$387K | – | 248 |
|
|
2023
Q3 | $387K | Buy |
4,734
+381
| +9% | +$31.1K | 0.16% | 119 |
|
|
2023
Q2 | $372K | Sell |
4,353
-460
| -10% | -$39.3K | 0.15% | 127 |
|
|
2023
Q1 | $423K | Buy |
4,813
+813
| +20% | +$71.4K | 0.19% | 100 |
|
|
2022
Q4 | $340K | Buy |
4,000
+86
| +2% | +$7.31K | 0.17% | 107 |
|
|
2022
Q3 | $309K | Buy |
3,914
+731
| +23% | +$57.7K | 0.17% | 122 |
|
|
2022
Q2 | $242K | Buy |
+3,183
| New | +$242K | 0.15% | 144 |
|