KPP Advisory Services’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 | $1.69M | Buy |
11,995
+1,042
| +10% | +$147K | 0.28% | 79 |
|
|
2025
Q1 | $1.28M | Buy |
10,953
+2,921
| +36% | +$341K | 0.24% | 94 |
|
|
2024
Q4 | $1.01M | Buy |
8,032
+263
| +3% | +$33.1K | 0.24% | 92 |
|
|
2024
Q3 | $810K | Buy |
7,769
+475
| +7% | +$49.5K | 0.19% | 104 |
|
|
2024
Q2 | $709K | Buy |
7,294
+601
| +9% | +$58.4K | 0.19% | 105 |
|
|
2024
Q1 | $630K | Buy |
6,693
+313
| +5% | +$29.5K | 0.17% | 110 |
|
|
2023
Q4 | $595K | Buy |
6,380
+7
| +0.1% | +$653 | 0.52% | 51 |
|
|
2023
Q3 | $521K | Buy |
+6,373
| New | +$521K | 0.17% | 103 |
|