Mosaic Financial Group’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 | $305K | Sell |
2,167
-27
| -1% | -$3.8K | 0.23% | 89 |
|
|
2025
Q1 | $256K | Sell |
2,194
-358
| -14% | -$41.8K | 0.21% | 96 |
|
|
2024
Q4 | $321K | Buy |
2,552
+258
| +11% | +$32.5K | 0.23% | 83 |
|
|
2024
Q3 | $239K | Sell |
2,294
-200
| -8% | -$20.8K | 0.17% | 108 |
|
|
2024
Q2 | $242K | Sell |
2,494
-1,298
| -34% | -$126K | 0.17% | 104 |
|
|
2024
Q1 | $357K | Buy |
+3,792
| New | +$357K | 0.29% | 71 |
|