Fiduciary Family Office’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 | $516K | Buy |
3,664
+818
| +29% | +$115K | 0.17% | 119 |
|
|
2025
Q1 | $332K | Buy |
+2,846
| New | +$332K | 0.11% | 149 |
|
|
2024
Q4 | – | Sell |
-3,255
| Closed | -$339K | – | 172 |
|
|
2024
Q3 | $339K | Sell |
3,255
-41
| -1% | -$4.27K | 0.11% | 156 |
|
|
2024
Q2 | $320K | Sell |
3,296
-45
| -1% | -$4.37K | 0.13% | 157 |
|
|
2024
Q1 | $315K | Buy |
3,341
+972
| +41% | +$91.5K | 0.12% | 162 |
|
|
2023
Q4 | $221K | Buy |
+2,369
| New | +$221K | 0.1% | 204 |
|