MFA
Mayflower Financial Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Buy |
38,316
+78
| +0.2% | +$11K | 0.75% | 31 |
|
|
2025
Q1 | $4.46M | Buy |
38,238
+12
| +0% | +$1.4K | 0.68% | 37 |
|
|
2024
Q4 | $4.81M | Sell |
38,226
-809
| -2% | -$102K | 0.72% | 35 |
|
|
2024
Q3 | $4.07M | Buy |
39,035
+113
| +0.3% | +$11.8K | 0.61% | 41 |
|
|
2024
Q2 | $3.78M | Sell |
38,922
-578
| -1% | -$56.2K | 0.62% | 39 |
|
|
2024
Q1 | $3.72M | Sell |
39,500
-1,219
| -3% | -$115K | 0.62% | 39 |
|
|
2023
Q4 | $3.8M | Sell |
40,719
-1,839
| -4% | -$171K | 0.52% | 47 |
|
|
2023
Q3 | $3.48M | Sell |
42,558
-209
| -0.5% | -$17.1K | 0.52% | 43 |
|
|
2023
Q2 | $3.65M | Sell |
42,767
-46
| -0.1% | -$3.93K | 0.47% | 51 |
|
|
2023
Q1 | $3.76M | Buy |
42,813
+19
| +0% | +$1.67K | 0.49% | 47 |
|
|
2022
Q4 | $3.64M | Sell |
42,794
-2,101
| -5% | -$179K | 0.51% | 44 |
|
|
2022
Q3 | $3.55M | Buy |
44,895
+1,679
| +4% | +$133K | 0.57% | 42 |
|
|
2022
Q2 | $3.29M | Sell |
43,216
-1,985
| -4% | -$151K | 0.5% | 44 |
|
|
2022
Q1 | $3.95M | Buy |
45,201
+466
| +1% | +$40.7K | 0.53% | 41 |
|
|
2021
Q4 | $4.39M | Buy |
44,735
+456
| +1% | +$44.8K | 0.58% | 38 |
|
|
2021
Q3 | $4.51M | Buy |
44,279
+206
| +0.5% | +$21K | 0.61% | 37 |
|
|
2021
Q2 | $4.04M | Buy |
44,073
+18,388
| +72% | +$1.69M | 0.56% | 39 |
|
|
2021
Q1 | $2M | Buy |
25,685
+20,054
| +356% | +$1.56M | 0.3% | 59 |
|
|
2020
Q4 | $386K | Buy |
+5,631
| New | +$386K | 0.07% | 167 |
|