Frazier Financial 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 | $15.4K | Hold |
109
| – | – | 0.01% | 295 |
|
|
2025
Q1 | $12.7K | Hold |
109
| – | – | 0.01% | 297 |
|
|
2024
Q4 | $13.7K | Sell |
109
-26
| -19% | -$3.27K | 0.01% | 291 |
|
|
2024
Q3 | $14.1K | Buy |
135
+22
| +19% | +$2.29K | 0.01% | 308 |
|
|
2024
Q2 | $11K | Hold |
113
| – | – | 0.01% | 418 |
|
|
2024
Q1 | $10.6K | Buy |
113
+4
| +4% | +$377 | 0.01% | 400 |
|
|
2023
Q4 | $10.2K | Buy |
+109
| New | +$10.2K | 0.01% | 342 |
|