Legend Financial Advisors’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 | $12.3K | Buy |
+87
| New | +$12.3K | 0.01% | 103 |
|
|
2025
Q1 | – | Sell |
-87
| Closed | -$10.9K | – | 168 |
|
|
2024
Q4 | $10.9K | Hold |
87
| – | – | 0.01% | 110 |
|
|
2024
Q3 | $9.07K | Hold |
87
| – | – | 0.01% | 106 |
|
|
2024
Q2 | $8.46K | Hold |
87
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $8.19K | Hold |
87
| – | – | 0.01% | 144 |
|
|
2023
Q4 | $8.11K | Hold |
87
| – | – | 0.01% | 132 |
|
|
2023
Q3 | $7.11K | Hold |
87
| – | – | 0.01% | 149 |
|
|
2023
Q2 | $7.43K | Hold |
87
| – | – | 0.01% | 165 |
|
|
2023
Q1 | $7.64K | Hold |
87
| – | – | 0.01% | 172 |
|
|
2022
Q4 | $7.4K | Hold |
87
| – | – | 0.01% | 183 |
|
|
2022
Q3 | $6.87K | Buy |
+87
| New | +$6.87K | 0.01% | 170 |
|