Forum Financial Management’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 | $4.37M | Sell |
31,040
-3,215
| -9% | -$453K | 0.07% | 63 |
|
|
2025
Q1 | $4M | Buy |
34,255
+13,238
| +63% | +$1.54M | 0.07% | 64 |
|
|
2024
Q4 | $2.64M | Buy |
21,017
+1,856
| +10% | +$233K | 0.04% | 89 |
|
|
2024
Q3 | $2M | Buy |
19,161
+134
| +0.7% | +$14K | 0.03% | 106 |
|
|
2024
Q2 | $1.85M | Buy |
19,027
+131
| +0.7% | +$12.7K | 0.03% | 113 |
|
|
2024
Q1 | $1.78M | Sell |
18,896
-144
| -0.8% | -$13.6K | 0.03% | 123 |
|
|
2023
Q4 | $1.78M | Sell |
19,040
-789
| -4% | -$73.6K | 0.03% | 101 |
|
|
2023
Q3 | $1.62M | Buy |
19,829
+2
| +0% | +$163 | 0.04% | 108 |
|
|
2023
Q2 | $1.69M | Buy |
19,827
+1,080
| +6% | +$92.2K | 0.04% | 97 |
|
|
2023
Q1 | $1.65M | Sell |
18,747
-206
| -1% | -$18.1K | 0.05% | 91 |
|
|
2022
Q4 | $1.61M | Buy |
18,953
+218
| +1% | +$18.5K | 0.05% | 86 |
|
|
2022
Q3 | $1.48M | Sell |
18,735
-203
| -1% | -$16K | 0.07% | 81 |
|
|
2022
Q2 | $1.44M | Buy |
18,938
+2,098
| +12% | +$160K | 0.07% | 86 |
|
|
2022
Q1 | $1.47M | Buy |
16,840
+1
| +0% | +$87 | 0.07% | 85 |
|
|
2021
Q4 | $1.65M | Buy |
+16,839
| New | +$1.65M | 0.09% | 75 |
|