Future Financial 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
$141K Hold
1,000
0.1% 138
2025
Q1
$117K Hold
1,000
0.09% 144
2024
Q4
$126K Hold
1,000
0.09% 137
2024
Q3
$104K Buy
+1,000
New +$104K 0.07% 166
2024
Q2
Sell
-1,000
Closed -$94.2K 323
2024
Q1
$94.2K Buy
+1,000
New +$94.2K 0.07% 180
2022
Q2
Sell
-100
Closed -$9K 353
2022
Q1
$9K Hold
100
0.01% 431
2021
Q4
$10K Buy
+100
New +$10K 0.01% 433