Fortitude Advisory 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 | $1.17M | Buy |
8,287
+430
| +5% | +$60.6K | 0.67% | 27 |
|
|
2025
Q1 | $847K | Buy |
7,857
+1,255
| +19% | +$135K | 0.61% | 31 |
|
|
2024
Q4 | $830K | Buy |
6,602
+41
| +0.6% | +$5.16K | 0.5% | 38 |
|
|
2024
Q3 | $684K | Hold |
6,561
| – | – | 0.43% | 44 |
|
|
2024
Q2 | $638K | Sell |
6,561
-2,735
| -29% | -$266K | 0.38% | 49 |
|
|
2024
Q1 | $875K | Buy |
9,296
+5,517
| +146% | +$519K | 0.49% | 36 |
|
|
2023
Q4 | $352K | Buy |
3,779
+38
| +1% | +$3.54K | 0.21% | 105 |
|
|
2023
Q3 | $306K | Buy |
3,741
+49
| +1% | +$4K | 0.21% | 111 |
|
|
2023
Q2 | $315K | Buy |
3,692
+302
| +9% | +$25.8K | 0.23% | 109 |
|
|
2023
Q1 | $298K | Buy |
3,390
+66
| +2% | +$5.8K | 0.23% | 119 |
|
|
2022
Q4 | $283K | Buy |
3,324
+38
| +1% | +$3.23K | 0.24% | 119 |
|
|
2022
Q3 | $260K | Buy |
3,286
+47
| +1% | +$3.72K | 0.25% | 112 |
|
|
2022
Q2 | $246K | Sell |
3,239
-140
| -4% | -$10.6K | 0.22% | 133 |
|
|
2022
Q1 | $295K | Buy |
3,379
+642
| +23% | +$56K | 0.16% | 122 |
|
|
2021
Q4 | $269K | Buy |
+2,737
| New | +$269K | 0.14% | 143 |
|