Monterey Private Wealth’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 | $257K | Hold |
2,207
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $277K | Hold |
2,207
| – | – | 0.09% | 101 |
|
|
2024
Q3 | $230K | Hold |
2,207
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $215K | Hold |
2,207
| – | – | 0.08% | 110 |
|
|
2024
Q1 | $208K | Buy |
2,207
+12
| +0.5% | +$1.13K | 0.08% | 108 |
|
|
2023
Q4 | $205K | Buy |
+2,195
| New | +$205K | 0.09% | 100 |
|
|
2022
Q2 | – | Sell |
-2,486
| Closed | -$224K | – | 118 |
|
|
2022
Q1 | $224K | Buy |
+2,486
| New | +$224K | 0.11% | 110 |
|