L.M. Kohn & Company’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 | $358K | Sell |
2,538
-583
| -19% | -$82.1K | 0.1% | 176 |
|
|
2025
Q1 | $364K | Sell |
3,121
-81
| -3% | -$9.45K | 0.1% | 174 |
|
|
2024
Q4 | $403K | Buy |
3,202
+180
| +6% | +$22.6K | 0.1% | 157 |
|
|
2024
Q3 | $315K | Buy |
3,022
+344
| +13% | +$35.9K | 0.08% | 199 |
|
|
2024
Q2 | $260K | Sell |
2,678
-142
| -5% | -$13.8K | 0.07% | 217 |
|
|
2024
Q1 | $265K | Buy |
2,820
+39
| +1% | +$3.67K | 0.07% | 212 |
|
|
2023
Q4 | $259K | Buy |
+2,781
| New | +$259K | 0.08% | 196 |
|