Fortitude Family Office’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 | $106K | Buy |
749
+173
| +30% | +$24.4K | 0.03% | 162 |
|
|
2025
Q1 | $67.2K | Sell |
576
-95
| -14% | -$11.1K | 0.02% | 187 |
|
|
2024
Q4 | $84.4K | Buy |
671
+13
| +2% | +$1.63K | 0.03% | 192 |
|
|
2024
Q3 | $68.6K | Buy |
658
+240
| +57% | +$25K | 0.03% | 198 |
|
|
2024
Q2 | $40.6K | Hold |
418
| – | – | 0.02% | 200 |
|
|
2024
Q1 | $39.4K | Hold |
418
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $39K | Buy |
+418
| New | +$39K | 0.03% | 207 |
|