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IHWM
Iron Horse Wealth Management’s
Morgan Stanley
MS
Stock Holding History
Iron Horse Wealth Management’s Portfolio
MS Stock Details
MS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$36.5K
Sell
259
-7
-3%
-$860
0.01%
161
2025
Q1
$31K
Buy
266
+84
+46%
+$10.8K
0.01%
158
2024
Q4
$22.9K
Hold
182
–
–
0.01%
172
2024
Q3
$19K
Hold
182
–
–
0.01%
183
2024
Q2
$17.7K
Hold
182
–
–
0.01%
173
2024
Q1
$17.1K
Hold
182
–
–
0.01%
148
2023
Q4
$17K
Hold
182
–
–
0.01%
136
2023
Q3
$14.9K
Buy
+182
New
+$15.8K
0.01%
141
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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