LGT 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 | $16.3K | Buy |
+116
| New | +$16.3K | 0.04% | 170 |
|
|
2024
Q3 | – | Sell |
-95
| Closed | -$9.23K | – | 758 |
|
|
2024
Q2 | $9.23K | Buy |
+95
| New | +$9.23K | 0.02% | 488 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$24.5K | – | 938 |
|
|
2023
Q3 | $24.5K | Buy |
+300
| New | +$24.5K | 0.03% | 300 |
|