Kaizen Financial Strategies’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $436K | Buy |
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