Paulson 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
Q1 | – | Sell |
-2,727
| Closed | -$343K | – | 136 |
|
|
2024
Q4 | $343K | Hold |
2,727
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $284K | Hold |
2,727
| – | – | 0.08% | 119 |
|
|
2024
Q2 | $265K | Hold |
2,727
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $257K | Hold |
2,727
| – | – | 0.08% | 121 |
|
|
2023
Q4 | $254K | Buy |
+2,727
| New | +$254K | 0.08% | 116 |
|