Frisch Financial Group’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 | $530K | Buy |
3,764
+24
| +0.6% | +$3.38K | 0.13% | 86 |
|
|
2025
Q1 | $436K | Buy |
3,740
+48
| +1% | +$5.6K | 0.12% | 81 |
|
|
2024
Q4 | $464K | Sell |
3,692
-139
| -4% | -$17.5K | 0.14% | 76 |
|
|
2024
Q3 | $399K | Buy |
3,831
+233
| +6% | +$24.3K | 0.12% | 78 |
|
|
2024
Q2 | $350K | Buy |
3,598
+2
| +0.1% | +$195 | 0.11% | 92 |
|
|
2024
Q1 | $339K | Sell |
3,596
-54
| -1% | -$5.09K | 0.11% | 85 |
|
|
2023
Q4 | $340K | Buy |
3,650
+13
| +0.4% | +$1.21K | 0.13% | 86 |
|
|
2023
Q3 | $297K | Sell |
3,637
-15
| -0.4% | -$1.23K | 0.12% | 91 |
|
|
2023
Q2 | $312K | Sell |
3,652
-575
| -14% | -$49.1K | 0.15% | 83 |
|
|
2023
Q1 | $371K | Buy |
4,227
+37
| +0.9% | +$3.25K | 0.14% | 85 |
|
|
2022
Q4 | $356K | Buy |
4,190
+29
| +0.7% | +$2.46K | 0.13% | 90 |
|
|
2022
Q3 | $329K | Buy |
4,161
+208
| +5% | +$16.4K | 0.14% | 81 |
|
|
2022
Q2 | $301K | Sell |
3,953
-47
| -1% | -$3.58K | 0.12% | 89 |
|
|
2022
Q1 | $350K | Sell |
4,000
-1,358
| -25% | -$119K | 0.11% | 99 |
|
|
2021
Q4 | $526K | Buy |
5,358
+156
| +3% | +$15.3K | 0.16% | 78 |
|
|
2021
Q3 | $506K | Sell |
5,202
-20
| -0.4% | -$1.95K | 0.17% | 72 |
|
|
2021
Q2 | $479K | Sell |
5,222
-355
| -6% | -$32.6K | 0.15% | 78 |
|
|
2021
Q1 | $433K | Buy |
5,577
+895
| +19% | +$69.5K | 0.15% | 78 |
|
|
2020
Q4 | $321K | Buy |
+4,682
| New | +$321K | 0.12% | 90 |
|
|
2020
Q1 | – | Sell |
-4,412
| Closed | -$226K | – | 116 |
|
|
2019
Q4 | $226K | Buy |
+4,412
| New | +$226K | 0.11% | 106 |
|