Goldstone Financial Group’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
2025
Q1
$708K Buy
2024
Q4
$741K Buy
2024
Q3
$486K Buy
2024
Q2
$402K Buy
2024
Q1
$329K Buy
2023
Q4
$308K Buy
2023
Q3
$253K Sell
2023
Q2
$282K Buy
2023
Q1
$262K Buy