Financial Management Professionals’s Morgan Stanley MS Stock Holding History

Financial Management Professionals’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell	7,810 -534	-6%	-$75.2K	0.12%	59
2025 Q1	$973K	Buy	8,344 +85	+1%	+$9.92K	0.12%	60
2024 Q4	$1.04M	Buy	8,259 +673	+9%	+$84.6K	0.13%	62
2024 Q3	$791K	Sell	7,586 -171	-2%	-$17.8K	0.1%	70
2024 Q2	$754K	Sell	7,757 -180	-2%	-$17.5K	0.1%	65
2024 Q1	$747K	Buy	7,937 +599	+8%	+$56.4K	0.11%	67
2023 Q4	$684K	Buy	7,338 +99	+1%	+$9.23K	0.11%	63
2023 Q3	$591K	Sell	7,239 -360	-5%	-$29.4K	0.1%	61
2023 Q2	$649K	Buy	7,599 +232	+3%	+$19.8K	0.11%	59
2023 Q1	$647K	Buy	7,367 +878	+14%	+$77.1K	0.12%	58
2022 Q4	$552K	Buy	6,489 +1,122	+21%	+$95.4K	0.11%	54
2022 Q3	$424K	Buy	5,367 +304	+6%	+$24K	0.1%	55
2022 Q2	$385K	Buy	5,063 +551	+12%	+$41.9K	0.09%	66
2022 Q1	$394K	Buy	4,512 +663	+17%	+$57.9K	0.09%	68
2021 Q4	$378K	Buy	3,849 +1,015	+36%	+$99.7K	0.08%	70
2021 Q3	$276K	Buy	2,834 +158	+6%	+$15.4K	0.06%	70
2021 Q2	$245K	Buy	2,676 +267	+11%	+$24.4K	0.06%	74
2021 Q1	$187K	Buy	2,409 +941	+64%	+$73K	0.05%	78
2020 Q4	$101K	Buy	1,468 +108	+8%	+$7.43K	0.03%	120
2020 Q3	$66K	Buy	1,360 +5	+0.4%	+$243	0.02%	163
2020 Q2	$65K	Buy	1,355 +1,130	+502%	+$54.2K	0.02%	162
2020 Q1	$8K	Hold	225	–	–	﹤0.01%	182
2019 Q4	$12K	Hold	225	–	–	﹤0.01%	174
2019 Q3	$10K	Hold	225	–	–	﹤0.01%	183
2019 Q2	$10K	Hold	225	–	–	﹤0.01%	195
2019 Q1	$9K	Hold	225	–	–	﹤0.01%	166
2018 Q4	$9K	Hold	225	–	–	0.01%	158
2018 Q3	$10K	Hold	225	–	–	﹤0.01%	172
2018 Q2	$11K	Hold	225	–	–	﹤0.01%	158
2018 Q1	$12K	Buy	+225	New	+$12K	0.01%	153
2014 Q3	–	Sell	-200	Closed	-$6K	–	259
2014 Q2	$6K	Hold	200	–	–	﹤0.01%	200
2014 Q1	$6K	Hold	200	–	–	﹤0.01%	197
2013 Q4	$6K	Hold	200	–	–	﹤0.01%	198
2013 Q3	$5K	Hold	200	–	–	﹤0.01%	210
2013 Q2	$5K	Buy	+200	New	+$5K	﹤0.01%	206