McNamara Financial Services’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 | $225K | Buy |
+1,600
| New | +$225K | 0.04% | 90 |
|
|
2025
Q1 | – | Sell |
-1,600
| Closed | -$201K | – | 92 |
|
|
2024
Q4 | $201K | Buy |
+1,600
| New | +$201K | 0.05% | 69 |
|
|
2016
Q1 | – | Sell |
-71,411
| Closed | -$2.27M | – | 69 |
|
|
2015
Q4 | $2.27M | Buy |
71,411
+1,103
| +2% | +$35.1K | 2.23% | 21 |
|
|
2015
Q3 | $2.22M | Buy |
70,308
+102
| +0.1% | +$3.21K | 2.33% | 18 |
|
|
2015
Q2 | $2.72M | Sell |
70,206
-598
| -0.8% | -$23.2K | 2.57% | 8 |
|
|
2015
Q1 | $2.53M | Buy |
70,804
+1
| +0% | +$36 | 2.32% | 11 |
|
|
2014
Q4 | $2.75M | Buy |
+70,803
| New | +$2.75M | 2.5% | 6 |
|