Mowery & Schoenfeld 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 | $1.28K | Hold |
9
| – | – | ﹤0.01% | 350 |
|
|
2025
Q1 | $1.06K | Sell |
9
-1
| -10% | -$118 | ﹤0.01% | 412 |
|
|
2024
Q4 | $1.26K | Sell |
10
-30
| -75% | -$3.77K | ﹤0.01% | 435 |
|
|
2024
Q3 | $4.17K | Hold |
40
| – | – | 0.01% | 209 |
|
|
2024
Q2 | $3.89K | Hold |
40
| – | – | 0.01% | 182 |
|
|
2024
Q1 | $3.77K | Sell |
40
-40
| -50% | -$3.77K | 0.01% | 132 |
|
|
2023
Q4 | $7.46K | Buy |
+80
| New | +$7.46K | 0.02% | 118 |
|