Focus Financial Network’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 | $621K | Buy |
4,411
+1,074
| +32% | +$151K | 0.02% | 383 |
|
|
2025
Q1 | $389K | Buy |
3,337
+128
| +4% | +$14.9K | 0.02% | 477 |
|
|
2024
Q4 | $403K | Buy |
3,209
+64
| +2% | +$8.05K | 0.02% | 467 |
|
|
2024
Q3 | $328K | Buy |
3,145
+27
| +0.9% | +$2.82K | 0.01% | 519 |
|
|
2024
Q2 | $334K | Buy |
3,118
+635
| +26% | +$67.9K | 0.01% | 501 |
|
|
2024
Q1 | $224K | Sell |
2,483
-9,160
| -79% | -$827K | 0.01% | 574 |
|
|
2023
Q4 | $1.09M | Buy |
11,643
+8,524
| +273% | +$795K | 0.04% | 301 |
|
|
2023
Q3 | $255K | Hold |
3,119
| – | – | 0.01% | 508 |
|
|
2023
Q2 | $266K | Buy |
3,119
+461
| +17% | +$39.4K | 0.01% | 497 |
|
|
2023
Q1 | $233K | Sell |
2,658
-5
| -0.2% | -$439 | 0.01% | 501 |
|
|
2022
Q4 | $226K | Sell |
2,663
-1,246
| -32% | -$106K | 0.02% | 430 |
|
|
2022
Q3 | $309K | Buy |
3,909
+663
| +20% | +$52.4K | 0.03% | 369 |
|
|
2022
Q2 | $247K | Buy |
3,246
+863
| +36% | +$65.6K | 0.02% | 428 |
|
|
2022
Q1 | $208K | Buy |
+2,383
| New | +$208K | 0.01% | 493 |
|