Financial Advisory 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 | $4.91M | Sell |
34,865
-1,414
| -4% | -$199K | 1.54% | 20 |
|
|
2025
Q1 | $4.23M | Sell |
36,279
-685
| -2% | -$79.9K | 1.42% | 25 |
|
|
2024
Q4 | $4.65M | Sell |
36,964
-213
| -0.6% | -$26.8K | 1.54% | 16 |
|
|
2024
Q3 | $3.88M | Sell |
37,177
-1,169
| -3% | -$122K | 1.29% | 27 |
|
|
2024
Q2 | $3.73M | Sell |
38,346
-875
| -2% | -$85K | 1.39% | 24 |
|
|
2024
Q1 | $3.69M | Buy |
+39,221
| New | +$3.69M | 1.43% | 29 |
|