PFG Private 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
Q2 | – | Sell |
-28
| Closed | -$3.27K | – | 173 |
|
|
2025
Q1 | $3.27K | Buy |
+28
| New | +$3.27K | ﹤0.01% | 198 |
|
|
2023
Q4 | – | Sell |
-1,449
| Closed | -$118K | – | 275 |
|
|
2023
Q3 | $118K | Sell |
1,449
-266
| -16% | -$21.7K | 0.09% | 59 |
|
|
2023
Q2 | $146K | Buy |
1,715
+289
| +20% | +$24.7K | 0.09% | 72 |
|
|
2023
Q1 | $125K | Buy |
+1,426
| New | +$125K | 0.08% | 79 |
|