Luts & Greenleigh 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 | $310K | Sell |
2,201
-14
| -0.6% | -$1.97K | 0.3% | 60 |
|
|
2025
Q1 | $258K | Buy |
2,215
+26
| +1% | +$3.03K | 0.26% | 67 |
|
|
2024
Q4 | $275K | Buy |
2,189
+30
| +1% | +$3.77K | 0.27% | 66 |
|
|
2024
Q3 | $225K | Buy |
2,159
+21
| +1% | +$2.19K | 0.22% | 75 |
|
|
2024
Q2 | $208K | Buy |
+2,138
| New | +$208K | 0.22% | 74 |
|