Meristem Family Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $352K | Sell |
4,030
-1,885
| -32% | -$165K | 0.04% | 241 |
|
|
2021
Q4 | $581K | Buy |
5,915
+9
| +0.2% | +$884 | 0.05% | 203 |
|
|
2021
Q3 | $575K | Buy |
5,906
+1,628
| +38% | +$159K | 0.06% | 202 |
|
|
2021
Q2 | $392K | Buy |
4,278
+735
| +21% | +$67.3K | 0.06% | 203 |
|
|
2021
Q1 | $275K | Hold |
3,543
| – | – | 0.06% | 188 |
|
|
2020
Q4 | $243K | Buy |
+3,543
| New | +$243K | 0.05% | 194 |
|