Newbridge Financial Services 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 | $14.5K | Buy |
103
+14
| +16% | +$1.97K | ﹤0.01% | 804 |
|
|
2025
Q1 | $10.4K | Hold |
89
| – | – | ﹤0.01% | 680 |
|
|
2024
Q4 | $11.1K | Buy |
+89
| New | +$11.1K | ﹤0.01% | 711 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$48.6K | – | 942 |
|
|
2024
Q2 | $48.6K | Sell |
500
-54
| -10% | -$5.25K | 0.02% | 381 |
|
|
2024
Q1 | $52.2K | Sell |
554
-2,141
| -79% | -$202K | 0.02% | 387 |
|
|
2023
Q4 | $251K | Buy |
+2,695
| New | +$251K | 0.12% | 161 |
|
|
2023
Q3 | – | Sell |
-2,591
| Closed | -$221K | – | 1371 |
|
|
2023
Q2 | $221K | Sell |
2,591
-574
| -18% | -$49K | 0.11% | 190 |
|
|
2023
Q1 | $278K | Buy |
3,165
+91
| +3% | +$7.99K | 0.15% | 141 |
|
|
2022
Q4 | $261K | Sell |
3,074
-99
| -3% | -$8.42K | 0.15% | 140 |
|
|
2022
Q3 | $251K | Buy |
3,173
+56
| +2% | +$4.43K | 0.15% | 154 |
|
|
2022
Q2 | $237K | Buy |
3,117
+5
| +0.2% | +$380 | 0.15% | 144 |
|
|
2022
Q1 | $272K | Buy |
3,112
+273
| +10% | +$23.9K | 0.13% | 148 |
|
|
2021
Q4 | $279K | Buy |
2,839
+2,827
| +23,558% | +$278K | 0.13% | 156 |
|
|
2021
Q3 | $1K | Sell |
12
-23
| -66% | -$1.92K | ﹤0.01% | 1283 |
|
|
2021
Q2 | $3K | Buy |
35
+27
| +338% | +$2.31K | ﹤0.01% | 1222 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q4 | $1K | Sell |
8
-183
| -96% | -$22.9K | ﹤0.01% | 1043 |
|
|
2020
Q3 | $9K | Buy |
+191
| New | +$9K | 0.01% | 706 |
|