HeadInvest LLC’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 | $238K | Sell |
1,687
-167
| -9% | -$23.5K | 0.05% | 198 |
|
|
2025
Q1 | $216K | Hold |
1,854
| – | – | 0.04% | 222 |
|
|
2024
Q4 | $233K | Sell |
1,854
-80
| -4% | -$10.1K | 0.04% | 213 |
|
|
2024
Q3 | $202K | Buy |
+1,934
| New | +$202K | 0.04% | 235 |
|
|
2023
Q4 | – | Sell |
-1,802
| Closed | -$145K | – | 508 |
|
|
2023
Q3 | $145K | Buy |
+1,802
| New | +$145K | 0.03% | 246 |
|