Mosaic Family Wealth Partners’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 | $646K | Buy |
4,586
+43
| +0.9% | +$6.06K | 0.08% | 114 |
|
|
2025
Q1 | $530K | Sell |
4,543
-2
| -0% | -$233 | 0.08% | 127 |
|
|
2024
Q4 | $571K | Sell |
4,545
-65
| -1% | -$8.17K | 0.08% | 112 |
|
|
2024
Q3 | $481K | Buy |
4,610
+4
| +0.1% | +$417 | 0.07% | 124 |
|
|
2024
Q2 | $448K | Sell |
4,606
-40
| -0.9% | -$3.89K | 0.07% | 123 |
|
|
2024
Q1 | $437K | Sell |
4,646
-166
| -3% | -$15.6K | 0.07% | 127 |
|
|
2023
Q4 | $449K | Buy |
4,812
+102
| +2% | +$9.51K | 0.08% | 121 |
|
|
2023
Q3 | $385K | Hold |
4,710
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $402K | Hold |
4,710
| – | – | 0.08% | 114 |
|
|
2023
Q1 | $414K | Sell |
4,710
-90
| -2% | -$7.9K | 0.09% | 113 |
|
|
2022
Q4 | $408K | Buy |
+4,800
| New | +$408K | 0.12% | 114 |
|