GoalVest Advisory’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 | $4.51K | Buy |
32
+14
| +78% | +$1.97K | ﹤0.01% | 329 |
|
|
2025
Q1 | $2.1K | Buy |
+18
| New | +$2.1K | ﹤0.01% | 309 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$1.05K | – | 404 |
|
|
2023
Q1 | $1.05K | Sell |
12
-388
| -97% | -$34.1K | ﹤0.01% | 236 |
|
|
2022
Q4 | $34K | Hold |
400
| – | – | 0.02% | 126 |
|
|
2022
Q3 | $32K | Hold |
400
| – | – | 0.02% | 131 |
|
|
2022
Q2 | $30K | Buy |
400
+388
| +3,233% | +$29.1K | 0.02% | 193 |
|
|
2022
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 350 |
|
|
2021
Q2 | $8K | Buy |
83
+68
| +453% | +$6.55K | 0.01% | 206 |
|
|
2021
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 173 |
|