FAS Wealth Partners’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 | $3.74M | Buy |
26,581
+2,242
| +9% | +$316K | 0.28% | 76 |
|
|
2025
Q1 | $2.84M | Buy |
24,339
+1,093
| +5% | +$128K | 0.23% | 95 |
|
|
2024
Q4 | $2.92M | Buy |
23,246
+783
| +3% | +$98.4K | 0.25% | 89 |
|
|
2024
Q3 | $2.34M | Buy |
22,463
+1,615
| +8% | +$168K | 0.19% | 109 |
|
|
2024
Q2 | $2.03M | Buy |
20,848
+574
| +3% | +$55.8K | 0.18% | 109 |
|
|
2024
Q1 | $1.91M | Buy |
20,274
+697
| +4% | +$65.6K | 0.17% | 114 |
|
|
2023
Q4 | $1.83M | Buy |
19,577
+3,160
| +19% | +$295K | 0.17% | 115 |
|
|
2023
Q3 | $1.34M | Buy |
16,417
+1,626
| +11% | +$133K | 0.14% | 124 |
|
|
2023
Q2 | $1.26M | Buy |
14,791
+1,951
| +15% | +$167K | 0.16% | 115 |
|
|
2023
Q1 | $1.13M | Buy |
12,840
+912
| +8% | +$80.1K | 0.12% | 135 |
|
|
2022
Q4 | $1.01M | Buy |
11,928
+1,863
| +19% | +$158K | 0.11% | 143 |
|
|
2022
Q3 | $795K | Buy |
10,065
+2,103
| +26% | +$166K | 0.09% | 149 |
|
|
2022
Q2 | $606K | Buy |
+7,962
| New | +$606K | 0.06% | 173 |
|