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Lantz Financial’s Morgan Stanley MS Stock Holding History

Lantz Financial’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$254K Buy
1,800
+80
+5% +$11.3K 0.06% 199
2025
Q1 		$201K Sell
1,720
-196
-10% -$22.9K 0.05% 215
2024
Q4 		$241K Sell
1,916
-196
-9% -$24.6K 0.06% 197
2024
Q3 		$220K Buy
+2,112
New +$220K 0.06% 209