Investment Partners’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 | $292K | Buy |
2,070
+3
| +0.1% | +$422 | 0.11% | 133 |
|
|
2025
Q1 | $241K | Buy |
2,067
+3
| +0.1% | +$350 | 0.1% | 139 |
|
|
2024
Q4 | $259K | Sell |
2,064
-39
| -2% | -$4.9K | 0.11% | 135 |
|
|
2024
Q3 | $219K | Buy |
2,103
+5
| +0.2% | +$521 | 0.09% | 140 |
|
|
2024
Q2 | $204K | Buy |
+2,098
| New | +$204K | 0.09% | 137 |
|
|
2022
Q4 | – | Sell |
-4,342
| Closed | -$343K | – | 207 |
|
|
2022
Q3 | $343K | Buy |
+4,342
| New | +$343K | 0.1% | 174 |
|
|
2022
Q2 | – | Sell |
-2,392
| Closed | -$209K | – | 159 |
|
|
2022
Q1 | $209K | Buy |
2,392
+4
| +0.2% | +$349 | 0.09% | 163 |
|
|
2021
Q4 | $234K | Buy |
+2,388
| New | +$234K | 0.1% | 154 |
|