KFS
Kaizen Financial Strategies’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
2,638
+21
| +0.8% | +$2.96K | 0.19% | 98 |
|
|
2025
Q1 | $305K | Buy |
2,617
+86
| +3% | +$10K | 0.18% | 99 |
|
|
2024
Q4 | $318K | Buy |
2,531
+34
| +1% | +$4.28K | 0.18% | 97 |
|
|
2024
Q3 | $260K | Buy |
2,497
+23
| +0.9% | +$2.4K | 0.15% | 112 |
|
|
2024
Q2 | $257K | Buy |
2,474
+18
| +0.7% | +$1.87K | 0.16% | 100 |
|
|
2024
Q1 | $231K | Buy |
2,456
+18
| +0.7% | +$1.7K | 0.16% | 107 |
|
|
2023
Q4 | $227K | Sell |
2,438
-1,887
| -44% | -$176K | 0.17% | 99 |
|
|
2023
Q3 | $353K | Sell |
4,325
-343
| -7% | -$28K | 0.3% | 55 |
|
|
2023
Q2 | $400K | Buy |
4,668
+935
| +25% | +$80.2K | 0.34% | 54 |
|
|
2023
Q1 | $328K | Buy |
3,733
+29
| +0.8% | +$2.55K | 0.32% | 53 |
|
|
2022
Q4 | $339K | Sell |
3,704
-284
| -7% | -$26K | 0.34% | 66 |
|
|
2022
Q3 | $315K | Buy |
3,988
+33
| +0.8% | +$2.61K | 0.32% | 72 |
|
|
2022
Q2 | $301K | Buy |
3,955
+124
| +3% | +$9.44K | 0.3% | 79 |
|
|
2022
Q1 | $335K | Buy |
3,831
+121
| +3% | +$10.6K | 0.26% | 87 |
|
|
2021
Q4 | $364K | Buy |
3,710
+25
| +0.7% | +$2.45K | 0.27% | 89 |
|
|
2021
Q3 | $359K | Buy |
+3,685
| New | +$359K | 0.29% | 89 |
|
|
2021
Q1 | $363K | Sell |
4,673
-1,691
| -27% | -$131K | 0.35% | 86 |
|
|
2020
Q4 | $436K | Buy |
+6,364
| New | +$436K | 0.48% | 65 |
|