Garner Asset Management Corp’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 | $1.7M | Sell |
12,056
-1,568
| -12% | -$221K | 0.79% | 35 |
|
|
2025
Q1 | $1.59M | Sell |
13,624
-120
| -0.9% | -$14K | 0.7% | 40 |
|
|
2024
Q4 | $1.73M | Sell |
13,744
-193
| -1% | -$24.3K | 0.78% | 37 |
|
|
2024
Q3 | $1.45M | Buy |
13,937
+234
| +2% | +$24.4K | 0.65% | 47 |
|
|
2024
Q2 | $1.33M | Buy |
13,703
+1,080
| +9% | +$105K | 0.63% | 47 |
|
|
2024
Q1 | $1.19M | Sell |
12,623
-528
| -4% | -$49.7K | 0.59% | 50 |
|
|
2023
Q4 | $1.12M | Buy |
13,151
+343
| +3% | +$29.2K | 0.54% | 48 |
|
|
2023
Q3 | $1.05M | Buy |
12,808
+4,704
| +58% | +$384K | 0.6% | 57 |
|
|
2023
Q2 | $692K | Sell |
8,104
-2,047
| -20% | -$175K | 0.39% | 89 |
|
|
2023
Q1 | $891K | Buy |
10,151
+406
| +4% | +$35.6K | 0.41% | 80 |
|
|
2022
Q4 | $829K | Buy |
9,745
+462
| +5% | +$39.3K | 0.4% | 83 |
|
|
2022
Q3 | $734K | Buy |
+9,283
| New | +$734K | 0.38% | 83 |
|