Farther Finance 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 | $2.39M | Buy |
17,002
+5,090
| +43% | +$717K | 0.05% | 317 |
|
|
2025
Q1 | $1.38M | Buy |
11,912
+2,989
| +33% | +$346K | 0.04% | 396 |
|
|
2024
Q4 | $1.12M | Sell |
8,923
-4,726
| -35% | -$594K | 0.04% | 339 |
|
|
2024
Q3 | $1.42M | Sell |
13,649
-1,345
| -9% | -$140K | 0.05% | 262 |
|
|
2024
Q2 | $1.49M | Buy |
14,994
+4,697
| +46% | +$466K | 0.07% | 216 |
|
|
2024
Q1 | $963K | Buy |
10,297
+890
| +9% | +$83.2K | 0.06% | 261 |
|
|
2023
Q4 | $877K | Buy |
9,407
+5,681
| +152% | +$530K | 0.06% | 254 |
|
|
2023
Q3 | $304K | Sell |
3,726
-943
| -20% | -$77K | 0.05% | 289 |
|
|
2023
Q2 | $399K | Buy |
4,669
+1,884
| +68% | +$161K | 0.09% | 189 |
|
|
2023
Q1 | $245K | Buy |
2,785
+1,601
| +135% | +$141K | 0.07% | 237 |
|
|
2022
Q4 | $101K | Buy |
+1,184
| New | +$101K | 0.04% | 329 |
|