Franklin Street Advisors’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 | $3.52M | Hold |
25,000
| – | – | 0.22% | 61 |
|
|
2025
Q1 | $2.92M | Hold |
25,000
| – | – | 0.21% | 67 |
|
|
2024
Q4 | $3.14M | Hold |
25,000
| – | – | 0.21% | 64 |
|
|
2024
Q3 | $2.61M | Sell |
25,000
-1
| -0% | -$104 | 0.18% | 66 |
|
|
2024
Q2 | $2.43M | Buy |
25,001
+1
| +0% | +$97 | 0.17% | 65 |
|
|
2024
Q1 | $2.35M | Hold |
25,000
| – | – | 0.17% | 58 |
|
|
2023
Q4 | $2.33M | Hold |
25,000
| – | – | 0.19% | 58 |
|
|
2023
Q3 | $2.04M | Hold |
25,000
| – | – | 0.18% | 57 |
|
|
2023
Q2 | $2.14M | Buy |
+25,000
| New | +$2.14M | 0.18% | 59 |
|
|
2017
Q1 | – | Sell |
-9,881
| Closed | -$417K | – | 172 |
|
|
2016
Q4 | $417K | Hold |
9,881
| – | – | 0.07% | 128 |
|
|
2016
Q3 | $317K | Buy |
+9,881
| New | +$317K | 0.06% | 148 |
|