Paladin Advisory 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 | $163K | Hold |
1,156
| – | – | 0.12% | 92 |
|
|
2025
Q1 | $135K | Hold |
1,156
| – | – | 0.11% | 100 |
|
|
2024
Q4 | $145K | Hold |
1,156
| – | – | 0.11% | 99 |
|
|
2024
Q3 | $121K | Hold |
1,156
| – | – | 0.09% | 105 |
|
|
2024
Q2 | $115K | Hold |
1,156
| – | – | 0.09% | 110 |
|
|
2024
Q1 | $108K | Hold |
1,156
| – | – | 0.09% | 108 |
|
|
2023
Q4 | $108K | Hold |
1,156
| – | – | 0.09% | 109 |
|
|
2023
Q3 | $94.4K | Hold |
1,156
| – | – | 0.08% | 120 |
|
|
2023
Q2 | $98.7K | Hold |
1,156
| – | – | 0.08% | 123 |
|
|
2023
Q1 | $101K | Buy |
+1,156
| New | +$101K | 0.08% | 125 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 154 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 155 |
|
|
2022
Q2 | – | Sell |
-1,488
| Closed | -$129K | – | 156 |
|
|
2022
Q1 | $129K | Buy |
+1,488
| New | +$129K | 0.11% | 116 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 152 |
|