Journey Advisory Group’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 | $487K | Hold |
3,458
| – | – | 0.04% | 199 |
|
|
2025
Q1 | $403K | Sell |
3,458
-62
| -2% | -$7.23K | 0.03% | 210 |
|
|
2024
Q4 | $342K | Hold |
3,520
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $342K | Hold |
3,520
| – | – | 0.04% | 181 |
|
|
2024
Q2 | $342K | Hold |
3,520
| – | – | 0.04% | 181 |
|
|
2024
Q1 | $331K | Buy |
3,520
+182
| +5% | +$17.1K | 0.04% | 187 |
|
|
2023
Q4 | $311K | Buy |
3,338
+1
| +0% | +$93 | 0.04% | 173 |
|
|
2023
Q3 | $273K | Hold |
3,337
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $285K | Buy |
3,337
+150
| +5% | +$12.8K | 0.04% | 181 |
|
|
2023
Q1 | $280K | Buy |
+3,187
| New | +$280K | 0.04% | 190 |
|
|
2022
Q4 | – | Sell |
-2,300
| Closed | -$182K | – | 231 |
|
|
2022
Q3 | $182K | Buy |
+2,300
| New | +$182K | 0.05% | 229 |
|