Evernest Financial Advisors’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 | $796K | Buy |
5,650
+873
| +18% | +$123K | 0.26% | 80 |
|
|
2025
Q1 | $557K | Sell |
4,777
-74
| -2% | -$8.63K | 0.2% | 97 |
|
|
2024
Q4 | $610K | Sell |
4,851
-116
| -2% | -$14.6K | 0.16% | 97 |
|
|
2024
Q3 | $518K | Sell |
4,967
-80
| -2% | -$8.34K | 0.14% | 104 |
|
|
2024
Q2 | $491K | Sell |
5,047
-6
| -0.1% | -$583 | 0.22% | 84 |
|
|
2024
Q1 | $458K | Buy |
5,053
+849
| +20% | +$77K | 0.22% | 86 |
|
|
2023
Q4 | $392K | Buy |
+4,204
| New | +$392K | 0.2% | 99 |
|
|
2021
Q4 | $359K | Buy |
+4,177
| New | +$359K | 0.19% | 92 |
|