Garde Capital’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 | $72K | Buy |
511
+257
| +101% | +$36.2K | ﹤0.01% | 294 |
|
|
2025
Q1 | $29.6K | Buy |
+254
| New | +$29.6K | ﹤0.01% | 378 |
|
|
2023
Q4 | – | Sell |
-4,254
| Closed | -$347K | – | 290 |
|
|
2023
Q3 | $347K | Buy |
4,254
+46
| +1% | +$3.75K | 0.03% | 148 |
|
|
2023
Q2 | $359K | Buy |
+4,208
| New | +$359K | 0.03% | 172 |
|