Moss Adams Wealth Advisors’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 | $1.85M | Buy |
13,157
+518
| +4% | +$73K | 0.17% | 52 |
|
|
2025
Q1 | $1.47M | Buy |
12,639
+612
| +5% | +$71.4K | 0.16% | 50 |
|
|
2024
Q4 | $1.51M | Buy |
12,027
+7,492
| +165% | +$942K | 0.16% | 43 |
|
|
2024
Q3 | $473K | Buy |
4,535
+161
| +4% | +$16.8K | 0.05% | 98 |
|
|
2024
Q2 | $425K | Buy |
4,374
+428
| +11% | +$41.6K | 0.06% | 95 |
|
|
2024
Q1 | $372K | Buy |
+3,946
| New | +$372K | 0.06% | 94 |
|