Founders Financial Alliance’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 | $415K | Sell |
2,945
-292
| -9% | -$41.1K | 0.09% | 207 |
|
|
2025
Q1 | $378K | Buy |
3,237
+1,349
| +71% | +$157K | 0.09% | 219 |
|
|
2024
Q4 | $237K | Buy |
+1,888
| New | +$237K | 0.07% | 253 |
|
|
2023
Q3 | – | Sell |
-2,393
| Closed | -$204K | – | 500 |
|
|
2023
Q2 | $204K | Buy |
+2,393
| New | +$204K | 0.08% | 247 |
|
|
2020
Q4 | – | Sell |
-2,558
| Closed | -$127K | – | 934 |
|
|
2020
Q3 | $127K | Buy |
+2,558
| New | +$127K | 0.08% | 218 |
|