Montz Harcus Wealth Management’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 | $311K | Buy |
2,210
+3
| +0.1% | +$423 | 0.15% | 58 |
|
|
2025
Q1 | $257K | Sell |
2,207
-8
| -0.4% | -$933 | 0.14% | 62 |
|
|
2024
Q4 | $279K | Sell |
2,215
-32
| -1% | -$4.02K | 0.16% | 55 |
|
|
2024
Q3 | $234K | Buy |
2,247
+5
| +0.2% | +$521 | 0.14% | 65 |
|
|
2024
Q2 | $218K | Buy |
2,242
+10
| +0.4% | +$972 | 0.14% | 60 |
|
|
2024
Q1 | $210K | Buy |
+2,232
| New | +$210K | 0.14% | 65 |
|