Perfromance Wealth 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 | $449K | Sell |
3,188
-13
| -0.4% | -$1.83K | 0.01% | 114 |
|
|
2025
Q1 | $373K | Buy |
3,201
+197
| +7% | +$23K | 0.01% | 120 |
|
|
2024
Q4 | $378K | Buy |
3,004
+78
| +3% | +$9.81K | 0.01% | 120 |
|
|
2024
Q3 | $305K | Buy |
2,926
+166
| +6% | +$17.3K | 0.01% | 145 |
|
|
2024
Q2 | $268K | Hold |
2,760
| – | – | 0.01% | 133 |
|
|
2024
Q1 | $260K | Sell |
2,760
-78
| -3% | -$7.34K | 0.01% | 133 |
|
|
2023
Q4 | $265K | Buy |
2,838
+40
| +1% | +$3.73K | 0.01% | 138 |
|
|
2023
Q3 | $229K | Hold |
2,798
| – | – | 0.01% | 150 |
|
|
2023
Q2 | $240K | Sell |
2,798
-100
| -3% | -$8.59K | 0.01% | 161 |
|
|
2023
Q1 | $254K | Hold |
2,898
| – | – | 0.01% | 159 |
|
|
2022
Q4 | $246K | Sell |
2,898
-53
| -2% | -$4.51K | 0.01% | 142 |
|
|
2022
Q3 | $233K | Sell |
2,951
-20
| -0.7% | -$1.58K | 0.01% | 141 |
|
|
2022
Q2 | $226K | Sell |
2,971
-10
| -0.3% | -$761 | 0.01% | 154 |
|
|
2022
Q1 | $261K | Sell |
2,981
-18
| -0.6% | -$1.58K | 0.01% | 145 |
|
|
2021
Q4 | $294K | Buy |
+2,999
| New | +$294K | 0.01% | 145 |
|