PFG Advisors’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 | $529K | Buy |
3,753
+665
| +22% | +$93.7K | 0.02% | 414 |
|
|
2025
Q1 | $360K | Buy |
3,088
+582
| +23% | +$67.9K | 0.02% | 553 |
|
|
2024
Q4 | $315K | Sell |
2,506
-156
| -6% | -$19.6K | 0.02% | 573 |
|
|
2024
Q3 | $278K | Sell |
2,662
-351
| -12% | -$36.6K | 0.02% | 610 |
|
|
2024
Q2 | $293K | Buy |
3,013
+52
| +2% | +$5.06K | 0.02% | 565 |
|
|
2024
Q1 | $279K | Buy |
2,961
+601
| +25% | +$56.6K | 0.02% | 542 |
|
|
2023
Q4 | $220K | Sell |
2,360
-236
| -9% | -$22K | 0.02% | 573 |
|
|
2023
Q3 | $212K | Buy |
2,596
+196
| +8% | +$16K | 0.02% | 562 |
|
|
2023
Q2 | $205K | Buy |
2,400
+12
| +0.5% | +$1.03K | 0.02% | 639 |
|
|
2023
Q1 | $210K | Sell |
2,388
-424
| -15% | -$37.2K | 0.02% | 599 |
|
|
2022
Q4 | $239K | Buy |
+2,812
| New | +$239K | 0.02% | 492 |
|