Investment Partners Asset 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 | $282K | Hold |
2,000
| – | – | 0.2% | 127 |
|
|
2025
Q1 | $233K | Sell |
2,000
-13
| -0.6% | -$1.52K | 0.18% | 133 |
|
|
2024
Q4 | $253K | Hold |
2,013
| – | – | 0.2% | 124 |
|
|
2024
Q3 | $210K | Buy |
+2,013
| New | +$210K | 0.17% | 130 |
|
|
2024
Q2 | – | Sell |
-3,313
| Closed | -$312K | – | 137 |
|
|
2024
Q1 | $312K | Buy |
+3,313
| New | +$312K | 0.28% | 103 |
|