Householder Group Estate & Retirement Specialist’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5K | Sell |
46
-1,040
| -96% | -$113K | ﹤0.01% | 427 |
|
|
2024
Q3 | $113K | Buy |
1,086
+5
| +0.5% | +$520 | 0.03% | 341 |
|
|
2024
Q2 | $105K | Buy |
1,081
+485
| +81% | +$47.1K | 0.03% | 341 |
|
|
2024
Q1 | $56.1K | Buy |
596
+1
| +0.2% | +$94 | 0.02% | 455 |
|
|
2023
Q4 | $55K | Buy |
595
+2
| +0.3% | +$185 | 0.02% | 446 |
|
|
2023
Q3 | $48.5K | Buy |
+593
| New | +$48.5K | 0.02% | 451 |
|
|
2023
Q1 | $116K | Buy |
+1,324
| New | +$116K | 0.04% | 278 |
|
|
2022
Q4 | – | Sell |
-71
| Closed | -$5K | – | 813 |
|
|
2022
Q3 | $5K | Buy |
+71
| New | +$5K | ﹤0.01% | 862 |
|