GFG
Goldstone Financial Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
7,013
+949
| +16% | +$137K | 0.13% | 99 |
|
|
2025
Q1 | $708K | Buy |
6,064
+168
| +3% | +$19.6K | 0.11% | 111 |
|
|
2024
Q4 | $741K | Buy |
5,896
+1,232
| +26% | +$155K | 0.12% | 102 |
|
|
2024
Q3 | $486K | Buy |
4,664
+528
| +13% | +$55K | 0.08% | 121 |
|
|
2024
Q2 | $402K | Buy |
4,136
+640
| +18% | +$62.2K | 0.08% | 125 |
|
|
2024
Q1 | $329K | Buy |
3,496
+196
| +6% | +$18.5K | 0.08% | 121 |
|
|
2023
Q4 | $308K | Buy |
3,300
+198
| +6% | +$18.5K | 0.08% | 121 |
|
|
2023
Q3 | $253K | Sell |
3,102
-201
| -6% | -$16.4K | 0.08% | 130 |
|
|
2023
Q2 | $282K | Buy |
3,303
+325
| +11% | +$27.8K | 0.08% | 128 |
|
|
2023
Q1 | $262K | Buy |
+2,978
| New | +$262K | 0.09% | 125 |
|