Legacy Capital Group California’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 | $711K | Sell |
5,051
-194
| -4% | -$27.3K | 0.2% | 130 |
|
|
2025
Q1 | $612K | Sell |
5,245
-58
| -1% | -$6.77K | 0.21% | 133 |
|
|
2024
Q4 | $667K | Sell |
5,303
-52
| -1% | -$6.54K | 0.2% | 137 |
|
|
2024
Q3 | $558K | Sell |
5,355
-391
| -7% | -$40.8K | 0.19% | 159 |
|
|
2024
Q2 | $558K | Buy |
5,746
+57
| +1% | +$5.54K | 0.2% | 148 |
|
|
2024
Q1 | $536K | Sell |
5,689
-216
| -4% | -$20.3K | 0.2% | 162 |
|
|
2023
Q4 | $551K | Sell |
5,905
-15
| -0.3% | -$1.4K | 0.21% | 144 |
|
|
2023
Q3 | $483K | Buy |
5,920
+50
| +0.9% | +$4.08K | 0.21% | 148 |
|
|
2023
Q2 | $501K | Buy |
5,870
+145
| +3% | +$12.4K | 0.21% | 151 |
|
|
2023
Q1 | $503K | Buy |
+5,725
| New | +$503K | 0.25% | 123 |
|