Larson Financial Group’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 | $1.51M | Buy |
10,692
+3,055
| +40% | +$430K | 0.06% | 241 |
|
|
2025
Q1 | $891K | Buy |
7,637
+3,355
| +78% | +$391K | 0.04% | 285 |
|
|
2024
Q4 | $538K | Buy |
4,282
+365
| +9% | +$45.9K | 0.03% | 336 |
|
|
2024
Q3 | $408K | Sell |
3,917
-939
| -19% | -$97.9K | 0.02% | 387 |
|
|
2024
Q2 | $472K | Buy |
4,856
+2,351
| +94% | +$228K | 0.03% | 282 |
|
|
2024
Q1 | $236K | Buy |
2,505
+954
| +62% | +$89.8K | 0.02% | 363 |
|
|
2023
Q4 | $145K | Buy |
1,551
+3
| +0.2% | +$280 | 0.01% | 418 |
|
|
2023
Q3 | $126K | Buy |
1,548
+1,370
| +770% | +$112K | 0.01% | 412 |
|
|
2023
Q2 | $15.2K | Sell |
178
-247
| -58% | -$21.1K | ﹤0.01% | 816 |
|
|
2023
Q1 | $37.3K | Buy |
425
+247
| +139% | +$21.7K | ﹤0.01% | 607 |
|
|
2022
Q4 | $15.1K | Hold |
178
| – | – | ﹤0.01% | 757 |
|
|
2022
Q3 | $14K | Sell |
178
-200
| -53% | -$15.7K | ﹤0.01% | 708 |
|
|
2022
Q2 | $29K | Hold |
378
| – | – | 0.01% | 476 |
|
|
2022
Q1 | $33K | Hold |
378
| – | – | 0.01% | 440 |
|
|
2021
Q4 | $37K | Sell |
378
-284
| -43% | -$27.8K | 0.01% | 436 |
|
|
2021
Q3 | $64K | Buy |
662
+5
| +0.8% | +$483 | 0.01% | 257 |
|
|
2021
Q2 | $60K | Buy |
657
+3
| +0.5% | +$274 | 0.01% | 247 |
|
|
2021
Q1 | $51K | Buy |
+654
| New | +$51K | 0.02% | 252 |
|
|
2020
Q3 | – | Sell |
-543
| Closed | -$26K | – | 791 |
|
|
2020
Q2 | $26K | Buy |
543
+204
| +60% | +$9.77K | 0.01% | 260 |
|
|
2020
Q1 | $12K | Buy |
+339
| New | +$12K | 0.01% | 269 |
|