Greystone Financial Group’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 | $13.7M | Sell |
97,192
-672
| -0.7% | -$94.7K | 2.25% | 12 |
|
|
2025
Q1 | $11.4M | Sell |
97,864
-2,042
| -2% | -$238K | 2.07% | 17 |
|
|
2024
Q4 | $12.6M | Sell |
99,906
-13,367
| -12% | -$1.68M | 2.18% | 16 |
|
|
2024
Q3 | $11.8M | Buy |
113,273
+16,700
| +17% | +$1.74M | 2.11% | 18 |
|
|
2024
Q2 | $9.39M | Sell |
96,573
-9,246
| -9% | -$899K | 1.84% | 22 |
|
|
2024
Q1 | $9.96M | Buy |
105,819
+2,411
| +2% | +$227K | 1.99% | 16 |
|
|
2023
Q4 | $9.64M | Buy |
103,408
+23,111
| +29% | +$2.16M | 2.23% | 13 |
|
|
2023
Q3 | $6.56M | Buy |
80,297
+32,543
| +68% | +$2.66M | 1.64% | 25 |
|
|
2023
Q2 | $4.08M | Buy |
+47,754
| New | +$4.08M | 0.95% | 39 |
|