MF
Manchester Financial’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
3,043
| – | – | 0.09% | 77 |
|
|
2025
Q1 | $355K | Hold |
3,043
| – | – | 0.08% | 79 |
|
|
2024
Q4 | $383K | Hold |
3,043
| – | – | 0.08% | 66 |
|
|
2024
Q3 | $317K | Sell |
3,043
-15
| -0.5% | -$1.56K | 0.07% | 83 |
|
|
2024
Q2 | $297K | Hold |
3,058
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $288K | Buy |
3,058
+47
| +2% | +$4.43K | 0.08% | 78 |
|
|
2023
Q4 | $281K | Sell |
3,011
-12
| -0.4% | -$1.12K | 0.08% | 77 |
|
|
2023
Q3 | $247K | Sell |
3,023
-205
| -6% | -$16.7K | 0.07% | 78 |
|
|
2023
Q2 | $276K | Hold |
3,228
| – | – | 0.08% | 75 |
|
|
2023
Q1 | $283K | Buy |
3,228
+80
| +3% | +$7.02K | 0.08% | 70 |
|
|
2022
Q4 | $268K | Sell |
3,148
-435
| -12% | -$37K | 0.07% | 77 |
|
|
2022
Q3 | $283K | Buy |
+3,583
| New | +$283K | 0.08% | 75 |
|
|
2021
Q2 | – | Sell |
-138
| Closed | -$11K | – | 422 |
|
|
2021
Q1 | $11K | Hold |
138
| – | – | 0.01% | 411 |
|
|
2020
Q4 | $9K | Buy |
+138
| New | +$9K | 0.01% | 382 |
|
|
2020
Q3 | – | Sell |
-326
| Closed | -$16K | – | 580 |
|
|
2020
Q2 | $16K | Hold |
326
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $11K | Hold |
326
| – | – | 0.01% | 282 |
|
|
2019
Q4 | $17K | Buy |
+326
| New | +$17K | 0.01% | 288 |
|
|
2019
Q3 | – | Sell |
-326
| Closed | -$14K | – | 300 |
|
|
2019
Q2 | $14K | Buy |
+326
| New | +$14K | 0.01% | 288 |
|