Intrua Financial’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 | $682K | Sell |
4,840
-659
| -12% | -$92.8K | 0.09% | 164 |
|
|
2025
Q1 | $642K | Sell |
5,499
-1,688
| -23% | -$197K | 0.09% | 157 |
|
|
2024
Q4 | $904K | Sell |
7,187
-698
| -9% | -$87.8K | 0.14% | 115 |
|
|
2024
Q3 | $822K | Sell |
7,885
-103
| -1% | -$10.7K | 0.12% | 140 |
|
|
2024
Q2 | $776K | Sell |
7,988
-4,076
| -34% | -$396K | 0.12% | 157 |
|
|
2024
Q1 | $1.14M | Buy |
+12,064
| New | +$1.14M | 0.16% | 120 |
|