FSA Wealth Management’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 | $63.6K | Buy |
451
+1
| +0.2% | +$141 | 0.02% | 130 |
|
|
2025
Q1 | $52.5K | Buy |
450
+1
| +0.2% | +$117 | 0.02% | 150 |
|
|
2024
Q4 | $56.5K | Sell |
449
-508
| -53% | -$63.9K | 0.02% | 143 |
|
|
2024
Q3 | $99.8K | Buy |
+957
| New | +$99.8K | 0.04% | 93 |
|
|
2024
Q1 | $46.4K | Buy |
492
+47
| +11% | +$4.43K | 0.02% | 158 |
|
|
2023
Q4 | $41K | Buy |
+445
| New | +$41K | 0.02% | 156 |
|