FAM
Flaharty Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
1,792
-75
| -4% | -$10.6K | 0.05% | 72 |
|
|
2025
Q1 | $218K | Buy |
1,867
+65
| +4% | +$7.58K | 0.03% | 111 |
|
|
2024
Q4 | $227K | Buy |
1,802
+1,544
| +598% | +$194K | 0.03% | 118 |
|
|
2024
Q3 | $26.9K | Buy |
+258
| New | +$26.9K | ﹤0.01% | 257 |
|
|
2023
Q4 | – | Sell |
-271
| Closed | -$22.1K | – | 317 |
|
|
2023
Q3 | $22.1K | Buy |
+271
| New | +$22.1K | ﹤0.01% | 259 |
|
|
2022
Q1 | – | Sell |
-2,255
| Closed | -$221K | – | 135 |
|
|
2021
Q4 | $221K | Buy |
+2,255
| New | +$221K | 0.04% | 128 |
|