Flynn Zito Capital Management’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 | $356K | Hold |
2,525
| – | – | 0.15% | 79 |
|
|
2025
Q1 | $295K | Sell |
2,525
-3
| -0.1% | -$350 | 0.14% | 86 |
|
|
2024
Q4 | $318K | Buy |
2,528
+1
| +0% | +$126 | 0.15% | 79 |
|
|
2024
Q3 | $263K | Hold |
2,527
| – | – | 0.13% | 88 |
|
|
2024
Q2 | $246K | Buy |
2,527
+4
| +0.2% | +$389 | 0.13% | 87 |
|
|
2024
Q1 | $238K | Hold |
2,523
| – | – | 0.12% | 94 |
|
|
2023
Q4 | $235K | Buy |
2,523
+1
| +0% | +$93 | 0.16% | 78 |
|
|
2023
Q3 | $206K | Buy |
2,522
+1
| +0% | +$82 | 0.14% | 64 |
|
|
2023
Q2 | $215K | Hold |
2,521
| – | – | 0.15% | 66 |
|
|
2023
Q1 | $221K | Buy |
+2,521
| New | +$221K | 0.16% | 64 |
|
|
2022
Q2 | – | Sell |
-2,293
| Closed | -$200K | – | 98 |
|
|
2022
Q1 | $200K | Hold |
2,293
| – | – | 0.17% | 77 |
|
|
2021
Q4 | $225K | Buy |
+2,293
| New | +$225K | 0.19% | 66 |
|