Howard Financial Services’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 | $402K | Sell |
2,853
-272
| -9% | -$38.3K | 0.05% | 121 |
|
|
2025
Q1 | $365K | Sell |
3,125
-79
| -2% | -$9.22K | 0.05% | 128 |
|
|
2024
Q4 | $403K | Buy |
3,204
+604
| +23% | +$75.9K | 0.05% | 117 |
|
|
2024
Q3 | $271K | Buy |
2,600
+9
| +0.3% | +$938 | 0.04% | 134 |
|
|
2024
Q2 | $252K | Buy |
2,591
+46
| +2% | +$4.47K | 0.04% | 132 |
|
|
2024
Q1 | $240K | Buy |
2,545
+84
| +3% | +$7.91K | 0.04% | 136 |
|
|
2023
Q4 | $229K | Buy |
+2,461
| New | +$229K | 0.04% | 137 |
|
|
2022
Q3 | – | Sell |
-3,220
| Closed | -$245K | – | 132 |
|
|
2022
Q2 | $245K | Buy |
3,220
+195
| +6% | +$14.8K | 0.08% | 101 |
|
|
2022
Q1 | $264K | Buy |
+3,025
| New | +$264K | 0.08% | 106 |
|