Fortem Financial Group’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 | $655K | Sell |
4,648
-10
| -0.2% | -$1.41K | 0.21% | 99 |
|
|
2025
Q1 | $543K | Buy |
4,658
+477
| +11% | +$55.7K | 0.21% | 118 |
|
|
2024
Q4 | $526K | Hold |
4,181
| – | – | 0.2% | 115 |
|
|
2024
Q3 | $436K | Buy |
4,181
+253
| +6% | +$26.4K | 0.18% | 124 |
|
|
2024
Q2 | $382K | Sell |
3,928
-300
| -7% | -$29.2K | 0.16% | 125 |
|
|
2024
Q1 | $398K | Buy |
4,228
+620
| +17% | +$58.4K | 0.17% | 128 |
|
|
2023
Q4 | $336K | Sell |
3,608
-770
| -18% | -$71.8K | 0.17% | 131 |
|
|
2023
Q3 | $358K | Sell |
4,378
-424
| -9% | -$34.6K | 0.21% | 118 |
|
|
2023
Q2 | $410K | Buy |
4,802
+1,144
| +31% | +$97.7K | 0.24% | 106 |
|
|
2023
Q1 | $321K | Sell |
3,658
-384
| -10% | -$33.7K | 0.21% | 115 |
|
|
2022
Q4 | $344K | Buy |
4,042
+50
| +1% | +$4.25K | 0.2% | 126 |
|
|
2022
Q3 | $315K | Sell |
3,992
-1,069
| -21% | -$84.4K | 0.22% | 124 |
|
|
2022
Q2 | $385K | Sell |
5,061
-5,217
| -51% | -$397K | 0.25% | 120 |
|
|
2022
Q1 | $898K | Buy |
10,278
+3,012
| +41% | +$263K | 0.39% | 89 |
|
|
2021
Q4 | $713K | Sell |
7,266
-1,895
| -21% | -$186K | 0.33% | 100 |
|
|
2021
Q3 | $891K | Buy |
9,161
+5,004
| +120% | +$487K | 0.45% | 82 |
|
|
2021
Q2 | $381K | Buy |
4,157
+1,540
| +59% | +$141K | 0.19% | 129 |
|
|
2021
Q1 | $203K | Buy |
2,617
+1,329
| +103% | +$103K | 0.12% | 156 |
|
|
2020
Q4 | $88K | Buy |
+1,288
| New | +$88K | 0.05% | 189 |
|