MFG
Magnus Financial Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
11,415
-396
| -3% | -$55.8K | 0.14% | 115 |
|
|
2025
Q1 | $1.38M | Sell |
11,811
-1,160
| -9% | -$135K | 0.13% | 121 |
|
|
2024
Q4 | $1.63M | Buy |
12,971
+1,532
| +13% | +$193K | 0.16% | 110 |
|
|
2024
Q3 | $1.19M | Buy |
11,439
+1,487
| +15% | +$155K | 0.12% | 131 |
|
|
2024
Q2 | $967K | Buy |
9,952
+217
| +2% | +$21.1K | 0.11% | 140 |
|
|
2024
Q1 | $917K | Buy |
9,735
+931
| +11% | +$87.7K | 0.11% | 135 |
|
|
2023
Q4 | $821K | Sell |
8,804
-203
| -2% | -$18.9K | 0.11% | 136 |
|
|
2023
Q3 | $736K | Sell |
9,007
-1,063
| -11% | -$86.8K | 0.11% | 135 |
|
|
2023
Q2 | $860K | Sell |
10,070
-151
| -1% | -$12.9K | 0.12% | 124 |
|
|
2023
Q1 | $897K | Buy |
10,221
+624
| +7% | +$54.8K | 0.14% | 121 |
|
|
2022
Q4 | $816K | Buy |
9,597
+366
| +4% | +$31.1K | 0.13% | 126 |
|
|
2022
Q3 | $729K | Sell |
9,231
-537
| -5% | -$42.4K | 0.14% | 121 |
|
|
2022
Q2 | $743K | Buy |
9,768
+972
| +11% | +$73.9K | 0.14% | 122 |
|
|
2022
Q1 | $769K | Sell |
8,796
-197
| -2% | -$17.2K | 0.13% | 128 |
|
|
2021
Q4 | $883K | Buy |
8,993
+1,548
| +21% | +$152K | 0.17% | 95 |
|
|
2021
Q3 | $724K | Buy |
7,445
+47
| +0.6% | +$4.57K | 0.15% | 96 |
|
|
2021
Q2 | $678K | Sell |
7,398
-313
| -4% | -$28.7K | 0.15% | 100 |
|
|
2021
Q1 | $599K | Sell |
7,711
-3,183
| -29% | -$247K | 0.14% | 96 |
|
|
2020
Q4 | $747K | Buy |
10,894
+84
| +0.8% | +$5.76K | 0.07% | 102 |
|
|
2020
Q3 | $523K | Sell |
10,810
-222
| -2% | -$10.7K | 0.06% | 124 |
|
|
2020
Q2 | $533K | Sell |
11,032
-9,472
| -46% | -$458K | 0.06% | 145 |
|
|
2020
Q1 | $697K | Buy |
20,504
+11,708
| +133% | +$398K | 0.1% | 104 |
|
|
2019
Q4 | $450K | Buy |
8,796
+51
| +0.6% | +$2.61K | 0.06% | 169 |
|
|
2019
Q3 | $373K | Buy |
8,745
+32
| +0.4% | +$1.37K | 0.07% | 174 |
|
|
2019
Q2 | $382K | Buy |
8,713
+25
| +0.3% | +$1.1K | 0.07% | 166 |
|
|
2019
Q1 | $367K | Sell |
8,688
-1,484
| -15% | -$62.7K | 0.07% | 169 |
|
|
2018
Q4 | $403K | Buy |
+10,172
| New | +$403K | 0.11% | 118 |
|