Northern Financial 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 | $750K | Buy |
5,327
+91
| +2% | +$12.8K | 0.56% | 51 |
|
|
2025
Q1 | $611K | Sell |
5,236
-102
| -2% | -$11.9K | 0.5% | 60 |
|
|
2024
Q4 | $671K | Sell |
5,338
-68
| -1% | -$8.55K | 0.54% | 55 |
|
|
2024
Q3 | $564K | Buy |
5,406
+107
| +2% | +$11.2K | 0.43% | 71 |
|
|
2024
Q2 | $515K | Sell |
5,299
-9
| -0.2% | -$875 | 0.41% | 75 |
|
|
2024
Q1 | $500K | Hold |
5,308
| – | – | 0.39% | 79 |
|
|
2023
Q4 | $495K | Sell |
5,308
-1,697
| -24% | -$158K | 0.42% | 75 |
|
|
2023
Q3 | $572K | Sell |
7,005
-225
| -3% | -$18.4K | 0.52% | 60 |
|
|
2023
Q2 | $617K | Sell |
7,230
-816
| -10% | -$69.7K | 0.54% | 59 |
|
|
2023
Q1 | $706K | Buy |
8,046
+902
| +13% | +$79.2K | 0.67% | 49 |
|
|
2022
Q4 | $607K | Buy |
+7,144
| New | +$607K | 0.69% | 50 |
|