PFG Investments’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 | $2.55M | Sell |
18,109
-1,236
| -6% | -$174K | 0.15% | 127 |
|
|
2025
Q1 | $2.26M | Sell |
19,345
-2,312
| -11% | -$270K | 0.14% | 135 |
|
|
2024
Q4 | $2.72M | Sell |
21,657
-701
| -3% | -$88.1K | 0.17% | 104 |
|
|
2024
Q3 | $2.33M | Sell |
22,358
-14
| -0.1% | -$1.46K | 0.15% | 132 |
|
|
2024
Q2 | $2.17M | Buy |
22,372
+245
| +1% | +$23.8K | 0.16% | 131 |
|
|
2024
Q1 | $2.08M | Buy |
22,127
+5,065
| +30% | +$477K | 0.13% | 182 |
|
|
2023
Q4 | $1.59M | Buy |
17,062
+4,139
| +32% | +$386K | 0.3% | 73 |
|
|
2023
Q3 | $1.06M | Sell |
12,923
-566
| -4% | -$46.2K | 0.2% | 110 |
|
|
2023
Q2 | $1.15M | Buy |
13,489
+1,792
| +15% | +$153K | 0.2% | 106 |
|
|
2023
Q1 | $1.03M | Buy |
+11,697
| New | +$1.03M | 0.21% | 104 |
|