ORG Partners’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 | $58.8K | Buy |
417
+115
| +38% | +$16.2K | 0.01% | 510 |
|
|
2025
Q1 | $35K | Buy |
302
+128
| +74% | +$14.8K | 0.01% | 562 |
|
|
2024
Q4 | $21.9K | Sell |
174
-34
| -16% | -$4.27K | ﹤0.01% | 726 |
|
|
2024
Q3 | $21.7K | Sell |
208
-31
| -13% | -$3.23K | ﹤0.01% | 662 |
|
|
2024
Q2 | $23.8K | Buy |
239
+120
| +101% | +$11.9K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $11.1K | Sell |
119
-225
| -65% | -$21K | 0.02% | 271 |
|
|
2023
Q4 | $32.1K | Sell |
344
-51
| -13% | -$4.76K | 0.01% | 607 |
|
|
2023
Q3 | $32.3K | Sell |
395
-175
| -31% | -$14.3K | 0.01% | 600 |
|
|
2023
Q2 | $49K | Buy |
+570
| New | +$49K | 0.01% | 666 |
|