PDS Planning’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 | $922K | Buy |
6,543
+462
| +8% | +$65.1K | 0.07% | 138 |
|
|
2025
Q1 | $709K | Buy |
6,081
+431
| +8% | +$50.3K | 0.06% | 162 |
|
|
2024
Q4 | $710K | Sell |
5,650
-63
| -1% | -$7.92K | 0.06% | 137 |
|
|
2024
Q3 | $596K | Buy |
5,713
+115
| +2% | +$12K | 0.05% | 164 |
|
|
2024
Q2 | $544K | Buy |
5,598
+124
| +2% | +$12.1K | 0.05% | 160 |
|
|
2024
Q1 | $515K | Buy |
5,474
+359
| +7% | +$33.8K | 0.05% | 157 |
|
|
2023
Q4 | $477K | Sell |
5,115
-153
| -3% | -$14.3K | 0.05% | 152 |
|
|
2023
Q3 | $430K | Buy |
5,268
+58
| +1% | +$4.74K | 0.06% | 151 |
|
|
2023
Q2 | $445K | Buy |
5,210
+132
| +3% | +$11.3K | 0.06% | 151 |
|
|
2023
Q1 | $446K | Buy |
+5,078
| New | +$446K | 0.06% | 132 |
|