Genesee Capital 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 | $1.16M | Buy |
8,211
+121
| +1% | +$17K | 0.52% | 51 |
|
|
2025
Q1 | $944K | Buy |
8,090
+507
| +7% | +$59.2K | 0.47% | 49 |
|
|
2024
Q4 | $953K | Sell |
7,583
-178
| -2% | -$22.4K | 0.44% | 52 |
|
|
2024
Q3 | $809K | Sell |
7,761
-268
| -3% | -$27.9K | 0.39% | 57 |
|
|
2024
Q2 | $780K | Buy |
+8,029
| New | +$780K | 0.38% | 59 |
|