Lifestyle Asset Management’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 | $263K | Buy |
1,866
+131
| +8% | +$18.5K | 0.12% | 108 |
|
|
2025
Q1 | $202K | Buy |
1,735
+5
| +0.3% | +$583 | 0.11% | 111 |
|
|
2024
Q4 | $217K | Buy |
+1,730
| New | +$217K | 0.12% | 102 |
|
|
2024
Q2 | – | Sell |
-2,172
| Closed | -$205K | – | 106 |
|
|
2024
Q1 | $205K | Sell |
2,172
-237
| -10% | -$22.3K | 0.12% | 101 |
|
|
2023
Q4 | $225K | Sell |
2,409
-161
| -6% | -$15K | 0.12% | 77 |
|
|
2023
Q3 | $210K | Hold |
2,570
| – | – | 0.13% | 75 |
|
|
2023
Q2 | $219K | Buy |
2,570
+40
| +2% | +$3.42K | 0.13% | 77 |
|
|
2023
Q1 | $222K | Buy |
+2,530
| New | +$222K | 0.15% | 67 |
|