Highline Wealth Partners’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 | $27K | Buy |
191
+16
| +9% | +$2.26K | 0.01% | 181 |
|
|
2025
Q1 | $20.5K | Buy |
175
+42
| +32% | +$4.91K | 0.01% | 202 |
|
|
2024
Q4 | $16.8K | Buy |
133
+52
| +64% | +$6.55K | 0.01% | 193 |
|
|
2024
Q3 | $8.47K | Sell |
81
-24
| -23% | -$2.51K | ﹤0.01% | 278 |
|
|
2024
Q2 | $10.2K | Buy |
105
+101
| +2,525% | +$9.84K | ﹤0.01% | 219 |
|
|
2024
Q1 | $392 | Hold |
4
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $384 | Sell |
4
-202
| -98% | -$19.4K | ﹤0.01% | 381 |
|
|
2023
Q3 | $16.8K | Buy |
206
+2
| +1% | +$163 | 0.01% | 158 |
|
|
2023
Q2 | $17.4K | Hold |
204
| – | – | 0.01% | 135 |
|
|
2023
Q1 | $17.9K | Buy |
204
+187
| +1,100% | +$16.4K | 0.01% | 135 |
|
|
2022
Q4 | $1.45K | Buy |
+17
| New | +$1.45K | ﹤0.01% | 244 |
|