Morton Brown 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
135
-20
| -13% | -$2.82K | 0.01% | 146 |
|
|
2025
Q1 | $18.1K | Buy |
155
+37
| +31% | +$4.32K | 0.01% | 151 |
|
|
2024
Q4 | $14.8K | Hold |
118
| – | – | 0.01% | 153 |
|
|
2024
Q3 | $12.3K | Hold |
118
| – | – | ﹤0.01% | 156 |
|
|
2024
Q2 | $12.4K | Buy |
118
+20
| +20% | +$2.1K | ﹤0.01% | 145 |
|
|
2024
Q1 | $9.23K | Hold |
98
| – | – | ﹤0.01% | 157 |
|
|
2023
Q4 | $9.14K | Hold |
98
| – | – | ﹤0.01% | 186 |
|
|
2023
Q3 | $8K | Hold |
98
| – | – | ﹤0.01% | 135 |
|
|
2023
Q2 | $8.37K | Hold |
98
| – | – | ﹤0.01% | 126 |
|
|
2023
Q1 | $8.6K | Hold |
98
| – | – | 0.01% | 139 |
|
|
2022
Q4 | $8.33K | Hold |
98
| – | – | 0.01% | 118 |
|
|
2022
Q3 | $8K | Hold |
98
| – | – | 0.01% | 123 |
|
|
2022
Q2 | $7K | Buy |
+98
| New | +$7K | 0.01% | 125 |
|
|
2022
Q1 | – | Sell |
-31
| Closed | -$3K | – | 184 |
|
|
2021
Q4 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 148 |
|