Horizon Wealth 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 | $339K | Sell |
2,405
-89
| -4% | -$12.5K | 0.06% | 75 |
|
|
2025
Q1 | $291K | Buy |
2,494
+94
| +4% | +$11K | 0.05% | 76 |
|
|
2024
Q4 | $302K | Buy |
2,400
+2
| +0.1% | +$251 | 0.05% | 72 |
|
|
2024
Q3 | $250K | Buy |
2,398
+3
| +0.1% | +$313 | 0.05% | 70 |
|
|
2024
Q2 | $233K | Buy |
2,395
+24
| +1% | +$2.33K | 0.06% | 66 |
|
|
2024
Q1 | $223K | Buy |
2,371
+84
| +4% | +$7.91K | 0.06% | 73 |
|
|
2023
Q4 | $213K | Buy |
+2,287
| New | +$213K | 0.06% | 72 |
|
|
2023
Q3 | – | Sell |
-2,546
| Closed | -$217K | – | 81 |
|
|
2023
Q2 | $217K | Buy |
2,546
+3
| +0.1% | +$256 | 0.09% | 71 |
|
|
2023
Q1 | $223K | Buy |
2,543
+2
| +0.1% | +$176 | 0.17% | 67 |
|
|
2022
Q4 | $216K | Sell |
2,541
-1,155
| -31% | -$98.2K | 0.18% | 62 |
|
|
2022
Q3 | $292K | Buy |
3,696
+515
| +16% | +$40.7K | 0.21% | 45 |
|
|
2022
Q2 | $242K | Sell |
3,181
-325
| -9% | -$24.7K | 0.1% | 89 |
|
|
2022
Q1 | $306K | Buy |
3,506
+2
| +0.1% | +$175 | 0.1% | 80 |
|
|
2021
Q4 | $344K | Buy |
+3,504
| New | +$344K | 0.1% | 76 |
|