Kathleen S. Wright Associates’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 | $27K | Hold |
192
| – | – | 0.01% | 182 |
|
|
2025
Q1 | $22.4K | Hold |
192
| – | – | 0.01% | 185 |
|
|
2024
Q4 | $24.1K | Hold |
192
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $20K | Hold |
192
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $18.7K | Hold |
192
| – | – | 0.01% | 172 |
|
|
2024
Q1 | $18.1K | Hold |
192
| – | – | 0.01% | 165 |
|
|
2023
Q4 | $17.9K | Buy |
+192
| New | +$17.9K | 0.01% | 146 |
|