Fielder Capital Group’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 | $584K | Sell |
4,146
-14
| -0.3% | -$1.97K | 0.16% | 93 |
|
|
2025
Q1 | $485K | Sell |
4,160
-1,591
| -28% | -$186K | 0.14% | 97 |
|
|
2024
Q4 | $723K | Sell |
5,751
-802
| -12% | -$101K | 0.23% | 73 |
|
|
2024
Q3 | $683K | Buy |
6,553
+4,248
| +184% | +$443K | 0.23% | 74 |
|
|
2024
Q2 | $224K | Buy |
2,305
+17
| +0.7% | +$1.65K | 0.09% | 156 |
|
|
2024
Q1 | $215K | Buy |
2,288
+39
| +2% | +$3.67K | 0.1% | 154 |
|
|
2023
Q4 | $210K | Buy |
+2,249
| New | +$210K | 0.13% | 132 |
|