Graves Light Lenhart Wealth’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 | $264K | Hold |
1,874
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $219K | Buy |
1,874
+152
| +9% | +$17.7K | 0.03% | 171 |
|
|
2024
Q4 | $216K | Buy |
+1,722
| New | +$216K | 0.03% | 171 |
|
|
2022
Q3 | – | Sell |
-1,658
| Closed | -$126K | – | 417 |
|
|
2022
Q2 | $126K | Hold |
1,658
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $145K | Sell |
1,658
-50
| -3% | -$4.37K | 0.02% | 208 |
|
|
2021
Q4 | $168K | Hold |
1,708
| – | – | 0.02% | 211 |
|
|
2021
Q3 | $166K | Hold |
1,708
| – | – | 0.03% | 197 |
|
|
2021
Q2 | $157K | Hold |
1,708
| – | – | 0.03% | 203 |
|
|
2021
Q1 | $133K | Buy |
1,708
+182
| +12% | +$14.2K | 0.02% | 226 |
|
|
2020
Q4 | $105K | Buy |
+1,526
| New | +$105K | 0.02% | 255 |
|