FourThought Financial 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 | $1.16M | Sell |
8,209
-1,150
| -12% | -$162K | 0.11% | 125 |
|
|
2025
Q1 | $1.09M | Sell |
9,359
-590
| -6% | -$68.8K | 0.11% | 123 |
|
|
2024
Q4 | $1.25M | Buy |
+9,949
| New | +$1.25M | 0.13% | 118 |
|
|
2024
Q2 | – | Sell |
-9,983
| Closed | -$940K | – | 272 |
|
|
2024
Q1 | $940K | Sell |
9,983
-296
| -3% | -$27.9K | 0.11% | 136 |
|
|
2023
Q4 | $959K | Sell |
10,279
-291
| -3% | -$27.1K | 0.12% | 131 |
|
|
2023
Q3 | $863K | Sell |
10,570
-845
| -7% | -$69K | 0.12% | 130 |
|
|
2023
Q2 | $975K | Sell |
11,415
-625
| -5% | -$53.4K | 0.13% | 122 |
|
|
2023
Q1 | $1.06M | Sell |
12,040
-731
| -6% | -$64.2K | 0.15% | 120 |
|
|
2022
Q4 | $1.09M | Buy |
+12,771
| New | +$1.09M | 0.16% | 117 |
|