Gold Investment 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 | $262K | Hold |
1,856
| – | – | 0.1% | 104 |
|
|
2025
Q1 | $217K | Hold |
1,856
| – | – | 0.09% | 111 |
|
|
2024
Q4 | $233K | Hold |
1,856
| – | – | 0.1% | 107 |
|
|
2024
Q3 | $193K | Hold |
1,856
| – | – | 0.08% | 113 |
|
|
2024
Q2 | $180K | Hold |
1,856
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $175K | Buy |
1,856
+13
| +0.7% | +$1.22K | 0.07% | 119 |
|
|
2023
Q4 | $172K | Buy |
+1,843
| New | +$172K | 0.07% | 118 |
|