KMG Fiduciary Partners’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 | $4.9M | Buy |
34,756
+1,683
| +5% | +$237K | 0.36% | 64 |
|
|
2025
Q1 | $3.86M | Sell |
33,073
-69
| -0.2% | -$8.05K | 0.32% | 80 |
|
|
2024
Q4 | $4.17M | Sell |
33,142
-1,603
| -5% | -$202K | 0.34% | 76 |
|
|
2024
Q3 | $3.62M | Buy |
34,745
+150
| +0.4% | +$15.6K | 0.31% | 79 |
|
|
2024
Q2 | $3.36M | Sell |
34,595
-624
| -2% | -$60.6K | 0.33% | 73 |
|
|
2024
Q1 | $3.32M | Buy |
35,219
+1,711
| +5% | +$161K | 0.34% | 71 |
|
|
2023
Q4 | $3.12M | Buy |
33,508
+1,477
| +5% | +$138K | 0.36% | 72 |
|
|
2023
Q3 | $2.62M | Buy |
32,031
+1,270
| +4% | +$104K | 0.35% | 76 |
|
|
2023
Q2 | $2.63M | Buy |
30,761
+2,054
| +7% | +$175K | 0.34% | 75 |
|
|
2023
Q1 | $2.52M | Buy |
28,707
+4,228
| +17% | +$371K | 0.36% | 77 |
|
|
2022
Q4 | $2.08M | Buy |
24,479
+458
| +2% | +$38.9K | 0.34% | 81 |
|
|
2022
Q3 | $1.9M | Buy |
24,021
+457
| +2% | +$36.1K | 0.37% | 75 |
|
|
2022
Q2 | $1.79M | Sell |
23,564
-2,245
| -9% | -$171K | 0.33% | 76 |
|
|
2022
Q1 | $2.26M | Sell |
25,809
-7,655
| -23% | -$669K | 0.36% | 73 |
|
|
2021
Q4 | $3.29M | Sell |
33,464
-6,988
| -17% | -$686K | 0.51% | 53 |
|
|
2021
Q3 | $3.94M | Buy |
40,452
+24,150
| +148% | +$2.35M | 0.67% | 40 |
|
|
2021
Q2 | $1.5M | Buy |
16,302
+801
| +5% | +$73.5K | 0.26% | 81 |
|
|
2021
Q1 | $1.2M | Buy |
15,501
+679
| +5% | +$52.7K | 0.23% | 87 |
|
|
2020
Q4 | $1.03M | Buy |
+14,822
| New | +$1.03M | 0.22% | 93 |
|
|
2020
Q2 | – | Sell |
-17,287
| Closed | -$588K | – | 138 |
|
|
2020
Q1 | $588K | Buy |
+17,287
| New | +$588K | 0.19% | 85 |
|