Fortis Group Advisors’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 | $206K | Buy |
+1,444
| New | +$206K | 0.04% | 216 |
|
|
2025
Q1 | – | Sell |
-2,744
| Closed | -$345K | – | 520 |
|
|
2024
Q4 | $345K | Hold |
2,744
| – | – | 0.06% | 153 |
|
|
2024
Q3 | $286K | Hold |
2,744
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $267K | Sell |
2,744
-35
| -1% | -$3.4K | 0.05% | 160 |
|
|
2024
Q1 | $262K | Sell |
2,779
-15
| -0.5% | -$1.41K | 0.05% | 176 |
|
|
2023
Q4 | $245K | Hold |
2,794
| – | – | 0.06% | 115 |
|
|
2023
Q3 | $245K | Buy |
2,794
+15
| +0.5% | +$1.32K | 0.08% | 108 |
|
|
2023
Q2 | $237K | Hold |
2,779
| – | – | 0.06% | 120 |
|
|
2023
Q1 | $250K | Buy |
+2,779
| New | +$250K | 0.08% | 108 |
|