Hoxton Planning & 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 | $242K | Sell |
1,719
-20
| -1% | -$2.82K | 0.08% | 177 |
|
|
2025
Q1 | $203K | Sell |
1,739
-238
| -12% | -$27.8K | 0.08% | 191 |
|
|
2024
Q4 | $249K | Sell |
1,977
-5
| -0.3% | -$629 | 0.1% | 175 |
|
|
2024
Q3 | $207K | Buy |
+1,982
| New | +$207K | 0.08% | 196 |
|
|
2023
Q2 | – | Sell |
-2,449
| Closed | -$215K | – | 161 |
|
|
2023
Q1 | $215K | Sell |
2,449
-28
| -1% | -$2.46K | 0.12% | 147 |
|
|
2022
Q4 | $211K | Buy |
+2,477
| New | +$211K | 0.11% | 148 |
|