Game Plan 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 | $225K | Hold |
1,600
| – | – | 0.1% | 83 |
|
|
2025
Q1 | $187K | Hold |
1,600
| – | – | 0.09% | 89 |
|
|
2024
Q4 | $201K | Hold |
1,600
| – | – | 0.1% | 87 |
|
|
2024
Q3 | $167K | Hold |
1,600
| – | – | 0.08% | 93 |
|
|
2024
Q2 | $156K | Hold |
1,600
| – | – | 0.08% | 108 |
|
|
2024
Q1 | $151K | Hold |
1,600
| – | – | 0.08% | 103 |
|
|
2023
Q4 | $149K | Buy |
+1,600
| New | +$149K | 0.09% | 104 |
|
|
2022
Q2 | – | Sell |
-2,600
| Closed | -$227K | – | 109 |
|
|
2022
Q1 | $227K | Buy |
+2,600
| New | +$227K | 0.14% | 80 |
|