Intergy Private Wealth’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 | $317K | Sell |
2,250
-61
| -3% | -$8.59K | 0.11% | 75 |
|
|
2025
Q1 | $270K | Sell |
2,311
-117
| -5% | -$13.7K | 0.1% | 80 |
|
|
2024
Q4 | $305K | Sell |
2,428
-99
| -4% | -$12.4K | 0.11% | 74 |
|
|
2024
Q3 | $263K | Buy |
2,527
+203
| +9% | +$21.2K | 0.1% | 72 |
|
|
2024
Q2 | $226K | Buy |
+2,324
| New | +$226K | 0.09% | 74 |
|