Focus Partners Wealth’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 | $32.8M | Buy |
232,883
+62,533
| +37% | +$8.81M | 0.07% | 257 |
|
|
2025
Q1 | $19.9M | Sell |
170,350
-6,869
| -4% | -$801K | 0.05% | 328 |
|
|
2024
Q4 | $22.3M | Buy |
177,219
+102,451
| +137% | +$12.9M | 0.06% | 300 |
|
|
2024
Q3 | $7.79M | Sell |
74,768
-247,268
| -77% | -$25.8M | 0.02% | 455 |
|
|
2024
Q2 | $31.3M | Buy |
322,036
+185,669
| +136% | +$18M | 0.11% | 189 |
|
|
2024
Q1 | $12.8M | Buy |
136,367
+129,842
| +1,990% | +$12.2M | 0.1% | 190 |
|
|
2023
Q4 | $608K | Buy |
+6,525
| New | +$608K | 0.01% | 542 |
|