Kingswood Wealth Advisors’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 | $960K | Sell |
6,813
-128
| -2% | -$18K | 0.08% | 270 |
|
|
2025
Q1 | $809K | Sell |
6,941
-1,809
| -21% | -$211K | 0.07% | 292 |
|
|
2024
Q4 | $1.1M | Sell |
8,750
-5,508
| -39% | -$693K | 0.08% | 250 |
|
|
2024
Q3 | $1.49M | Buy |
14,258
+3,743
| +36% | +$390K | 0.11% | 221 |
|
|
2024
Q2 | $1.02M | Buy |
10,515
+52
| +0.5% | +$5.05K | 0.09% | 229 |
|
|
2024
Q1 | $985K | Sell |
10,463
-727
| -6% | -$68.5K | 0.11% | 206 |
|
|
2023
Q4 | $1.04M | Sell |
11,190
-1,091
| -9% | -$102K | 0.12% | 188 |
|
|
2023
Q3 | $1M | Buy |
+12,281
| New | +$1M | 0.17% | 141 |
|