Iron Horse Wealth 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 | $36.5K | Sell |
259
-7
| -3% | -$986 | 0.01% | 161 |
|
|
2025
Q1 | $31K | Buy |
266
+84
| +46% | +$9.8K | 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 | +$14.9K | 0.01% | 141 |
|