FCG Investment Company’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 | $225K | Buy |
+1,594
| New | +$225K | 0.12% | 90 |
|
|
2025
Q1 | – | Sell |
-2,125
| Closed | -$267K | – | 102 |
|
|
2024
Q4 | $267K | Hold |
2,125
| – | – | 0.16% | 80 |
|
|
2024
Q3 | $222K | Sell |
2,125
-18
| -0.8% | -$1.88K | 0.15% | 89 |
|
|
2024
Q2 | $208K | Sell |
2,143
-20
| -0.9% | -$1.94K | 0.16% | 93 |
|
|
2024
Q1 | $204K | Buy |
+2,163
| New | +$204K | 0.16% | 100 |
|