Golden State 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 | $411K | Buy |
2,917
+122
| +4% | +$17.2K | 0.05% | 268 |
|
|
2025
Q1 | $326K | Buy |
2,795
+115
| +4% | +$13.4K | 0.05% | 278 |
|
|
2024
Q4 | $337K | Buy |
+2,680
| New | +$337K | 0.05% | 259 |
|
|
2020
Q2 | – | Sell |
-41
| Closed | -$1K | – | 624 |
|
|
2020
Q1 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 923 |
|
|
2019
Q4 | – | Sell |
-14,425
| Closed | -$616K | – | 597 |
|
|
2019
Q3 | $616K | Sell |
14,425
-51
| -0.4% | -$2.18K | 0.2% | 89 |
|
|
2019
Q2 | $634K | Sell |
14,476
-125
| -0.9% | -$5.48K | 0.2% | 100 |
|
|
2019
Q1 | $616K | Buy |
+14,601
| New | +$616K | 0.21% | 102 |
|