Family Management’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 | $275K | Sell |
1,950
-100
| -5% | -$14.1K | 0.04% | 151 |
|
|
2025
Q1 | $239K | Buy |
2,050
+100
| +5% | +$11.7K | 0.04% | 148 |
|
|
2024
Q4 | $245K | Hold |
1,950
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $203K | Buy |
+1,950
| New | +$203K | 0.03% | 157 |
|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$256K | – | 165 |
|
|
2023
Q2 | $256K | Buy |
+3,000
| New | +$256K | 0.06% | 119 |
|
|
2021
Q1 | – | Sell |
-88
| Closed | -$6K | – | 173 |
|
|
2020
Q4 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 169 |
|
|
2014
Q3 | – | Sell |
-18,025
| Closed | -$583K | – | 96 |
|
|
2014
Q2 | $583K | Buy |
18,025
+4,550
| +34% | +$147K | 0.28% | 51 |
|
|
2014
Q1 | $420K | Buy |
+13,475
| New | +$420K | 0.22% | 51 |
|