MeadowBrook Investment Advisors’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 | $81K | Hold |
575
| – | – | 0.07% | 163 |
|
|
2025
Q1 | $67.1K | Hold |
575
| – | – | 0.06% | 162 |
|
|
2024
Q4 | $72.3K | Hold |
575
| – | – | 0.06% | 166 |
|
|
2024
Q3 | $59.9K | Buy |
575
+31
| +6% | +$3.23K | 0.05% | 162 |
|
|
2024
Q2 | $52.9K | Hold |
544
| – | – | 0.05% | 166 |
|
|
2024
Q1 | $51.2K | Hold |
544
| – | – | 0.05% | 170 |
|
|
2023
Q4 | $50.7K | Buy |
+544
| New | +$50.7K | 0.05% | 166 |
|