Keebeck 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 | $255K | Buy |
1,813
+58
| +3% | +$8.17K | 0.03% | 297 |
|
|
2025
Q1 | $205K | Buy |
1,755
+97
| +6% | +$11.3K | 0.03% | 261 |
|
|
2024
Q4 | $208K | Buy |
+1,658
| New | +$208K | 0.03% | 265 |
|
|
2022
Q4 | – | Sell |
-3,102
| Closed | -$245K | – | 247 |
|
|
2022
Q3 | $245K | Hold |
3,102
| – | – | 0.05% | 208 |
|
|
2022
Q2 | $236K | Buy |
+3,102
| New | +$236K | 0.05% | 210 |
|
|
2020
Q3 | – | Sell |
-1,060
| Closed | -$51K | – | 294 |
|
|
2020
Q2 | $51K | Buy |
+1,060
| New | +$51K | 0.02% | 214 |
|
|
2020
Q1 | – | Sell |
-1,060
| Closed | -$54K | – | 268 |
|
|
2019
Q4 | $54K | Buy |
+1,060
| New | +$54K | 0.02% | 214 |
|