Hartford Financial 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 | $114K | Sell |
806
-109
| -12% | -$15.4K | 0.03% | 156 |
|
|
2025
Q1 | $107K | Buy |
915
+46
| +5% | +$5.37K | 0.02% | 180 |
|
|
2024
Q4 | $109K | Sell |
869
-50
| -5% | -$6.29K | 0.02% | 180 |
|
|
2024
Q3 | $95.8K | Buy |
919
+61
| +7% | +$6.36K | 0.02% | 186 |
|
|
2024
Q2 | $83.4K | Sell |
858
-85
| -9% | -$8.26K | 0.02% | 189 |
|
|
2024
Q1 | $88.8K | Buy |
943
+26
| +3% | +$2.45K | 0.02% | 187 |
|
|
2023
Q4 | $85.5K | Buy |
917
+139
| +18% | +$13K | 0.02% | 191 |
|
|
2023
Q3 | $63.5K | Buy |
778
+228
| +41% | +$18.6K | 0.02% | 199 |
|
|
2023
Q2 | $47K | Buy |
+550
| New | +$47K | 0.01% | 221 |
|