Golden State Equity Partners’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 | $1.87M | Sell |
13,243
-372
| -3% | -$52.4K | 0.35% | 60 |
|
|
2025
Q1 | $1.59M | Sell |
13,615
-61
| -0.4% | -$7.12K | 0.31% | 78 |
|
|
2024
Q4 | $1.72M | Buy |
13,676
+2,701
| +25% | +$340K | 0.33% | 65 |
|
|
2024
Q3 | $1.14M | Sell |
10,975
-1,153
| -10% | -$120K | 0.6% | 27 |
|
|
2024
Q2 | $1.18M | Buy |
+12,128
| New | +$1.18M | 0.25% | 100 |
|
|
2023
Q4 | $890K | Sell |
9,540
-693
| -7% | -$64.6K | 0.22% | 113 |
|
|
2023
Q3 | $836K | Sell |
10,233
-3,723
| -27% | -$304K | 0.23% | 107 |
|
|
2023
Q2 | $1.19M | Buy |
13,956
+3,581
| +35% | +$306K | 0.34% | 70 |
|
|
2023
Q1 | $911K | Buy |
+10,375
| New | +$911K | 0.49% | 63 |
|