FSA
Financial Security Advisor’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
2,553
+42
| +2% | +$5.92K | 0.08% | 87 |
|
|
2025
Q1 | $293K | Sell |
2,511
-4
| -0.2% | -$467 | 0.07% | 89 |
|
|
2024
Q4 | $316K | Buy |
2,515
+13
| +0.5% | +$1.63K | 0.08% | 80 |
|
|
2024
Q3 | $261K | Buy |
2,502
+36
| +1% | +$3.75K | 0.07% | 89 |
|
|
2024
Q2 | $240K | Buy |
2,466
+16
| +0.7% | +$1.56K | 0.08% | 95 |
|
|
2024
Q1 | $231K | Buy |
2,450
+43
| +2% | +$4.05K | 0.08% | 96 |
|
|
2023
Q4 | $224K | Buy |
+2,407
| New | +$224K | 0.09% | 87 |
|