Foster Dykema Cabot & Partners’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 | $909K | Buy |
6,456
+1,037
| +19% | +$146K | 0.06% | 53 |
|
|
2025
Q1 | $632K | Sell |
5,419
-43
| -0.8% | -$5.02K | 0.05% | 66 |
|
|
2024
Q4 | $687K | Hold |
5,462
| – | – | 0.05% | 67 |
|
|
2024
Q3 | $569K | Buy |
5,462
+494
| +10% | +$51.5K | 0.05% | 72 |
|
|
2024
Q2 | $483K | Hold |
4,968
| – | – | 0.04% | 64 |
|
|
2024
Q1 | $468K | Hold |
4,968
| – | – | 0.04% | 66 |
|
|
2023
Q4 | $463K | Buy |
+4,968
| New | +$463K | 0.05% | 61 |
|