Menard Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21
| Closed | -$2.64K | – | 231 |
|
|
2024
Q4 | $2.64K | Buy |
+21
| New | +$2.64K | ﹤0.01% | 271 |
|
|
2023
Q3 | – | Sell |
-3,248
| Closed | -$277K | – | 78 |
|
|
2023
Q2 | $277K | Sell |
3,248
-3,877
| -54% | -$331K | 0.57% | 41 |
|
|
2023
Q1 | $626K | Buy |
+7,125
| New | +$626K | 1.45% | 20 |
|
|
2022
Q1 | – | Sell |
-2,048
| Closed | -$201K | – | 145 |
|
|
2021
Q4 | $201K | Sell |
2,048
-492
| -19% | -$48.3K | 0.16% | 145 |
|
|
2021
Q3 | $247K | Buy |
+2,540
| New | +$247K | 0.22% | 135 |
|