FIM
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Freedom Investment Management’s Morgan Stanley MS Stock Holding History

Freedom Investment Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,642
Closed -$207K – 789
2024
Q4 		$207K Buy
+1,642
New +$202K 0.02% 710
2024
Q2 		– Sell
-3,774
Closed -$355K – 839
2024
Q1 		$355K Buy
+3,774
New +$332K 0.03% 544
2023
Q3 		– Sell
-3,158
Closed -$270K – 729
2023
Q2 		$270K Sell
3,158
-352
-10% -$30.1K 0.03% 574
2023
Q1 		$308K Sell
3,510
-363
-9% -$33.9K 0.03% 545
2022
Q4 		$329K Sell
3,873
-622
-14% -$53K 0.04% 558
2022
Q3 		$355K Sell
4,495
-630
-12% -$53.1K 0.04% 524
2022
Q2 		$390K Buy
5,125
+2,024
+65% +$166K 0.04% 529
2022
Q1 		$271K Sell
3,101
-1,938
-38% -$187K 0.02% 646
2021
Q4 		$495K Buy
5,039
+259
+5% +$25.8K 0.04% 522
2021
Q3 		$465K Sell
4,780
-1,207
-20% -$120K 0.04% 525
2021
Q2 		$549K Buy
5,987
+815
+16% +$69.9K 0.04% 511
2021
Q1 		$402K Buy
5,172
+1,624
+46% +$124K 0.03% 596
2020
Q4 		$243K Buy
+3,548
New +$204K 0.03% 525
2018
Q4 		– Sell
-12,966
Closed -$632K – 856
2018
Q3 		$632K Buy
+12,966
New +$633K 0.04% 446
2017
Q4 		– Sell
-11,112
Closed -$535K – 1157
2017
Q3 		$535K Buy
11,112
+1,218
+12% +$56.5K 0.03% 561
2017
Q2 		$441K Buy
9,894
+3,291
+50% +$142K 0.03% 618
2017
Q1 		$283K Buy
+6,603
New +$293K 0.02% 806

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