Evexia Wealth’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 | $710K | Sell |
5,044
-863
| -15% | -$122K | 0.22% | 52 |
|
|
2025
Q1 | $660K | Sell |
5,907
-11
| -0.2% | -$1.23K | 0.24% | 51 |
|
|
2024
Q4 | $828K | Sell |
5,918
-875
| -13% | -$122K | 0.28% | 49 |
|
|
2024
Q3 | $731K | Buy |
6,793
+1,459
| +27% | +$157K | 0.26% | 48 |
|
|
2024
Q2 | $546K | Sell |
5,334
-29
| -0.5% | -$2.97K | 0.21% | 48 |
|
|
2024
Q1 | $462K | Sell |
5,363
-38,556
| -88% | -$3.32M | 0.19% | 46 |
|
|
2023
Q4 | $3.83M | Buy |
43,919
+909
| +2% | +$79.3K | 1.62% | 26 |
|
|
2023
Q3 | $3.07M | Buy |
43,010
+2,870
| +7% | +$205K | 1.55% | 27 |
|
|
2023
Q2 | $3.79M | Buy |
40,140
+1,478
| +4% | +$140K | 1.82% | 25 |
|
|
2023
Q1 | $3.24M | Buy |
+38,662
| New | +$3.24M | 1.75% | 28 |
|