KKM Financial’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 | $578K | Sell |
4,094
-46
| -1% | -$6.49K | 0.2% | 90 |
|
|
2025
Q1 | $492K | Sell |
4,140
-55
| -1% | -$6.54K | 0.21% | 97 |
|
|
2024
Q4 | $548K | Buy |
4,195
+1,850
| +79% | +$242K | 0.23% | 89 |
|
|
2024
Q3 | $244K | Hold |
2,345
| – | – | 0.12% | 131 |
|
|
2024
Q2 | $224K | Hold |
2,345
| – | – | 0.11% | 138 |
|
|
2024
Q1 | $221K | Hold |
2,345
| – | – | 0.11% | 140 |
|
|
2023
Q4 | $219K | Buy |
+2,345
| New | +$219K | 0.14% | 122 |
|