Glass 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 | $3.43M | Buy |
24,336
+120
| +0.5% | +$16.9K | 1.83% | 17 |
|
|
2025
Q1 | $2.83M | Sell |
24,216
-3,132
| -11% | -$365K | 1.7% | 22 |
|
|
2024
Q4 | $3.44M | Buy |
27,348
+1,565
| +6% | +$197K | 1.87% | 15 |
|
|
2024
Q3 | $2.69M | Buy |
25,783
+1,088
| +4% | +$113K | 1.49% | 28 |
|
|
2024
Q2 | $2.4M | Buy |
24,695
+865
| +4% | +$84.1K | 1.4% | 30 |
|
|
2024
Q1 | $2.24M | Buy |
+23,830
| New | +$2.24M | 1.37% | 32 |
|