Phillips Wealth Planners’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 | $344K | Sell |
2,435
-246
| -9% | -$34.7K | 0.31% | 112 |
|
|
2025
Q1 | $290K | Sell |
2,681
-599
| -18% | -$64.8K | 0.31% | 114 |
|
|
2024
Q4 | $405K | Sell |
3,280
-586
| -15% | -$72.3K | 0.4% | 77 |
|
|
2024
Q3 | $462K | Buy |
3,866
+1,330
| +52% | +$159K | 0.44% | 70 |
|
|
2024
Q2 | $262K | Sell |
2,536
-34
| -1% | -$3.52K | 0.28% | 135 |
|
|
2024
Q1 | $229K | Buy |
2,570
+28
| +1% | +$2.5K | 0.26% | 149 |
|
|
2023
Q4 | $213K | Buy |
+2,542
| New | +$213K | 0.26% | 146 |
|
|
2023
Q3 | – | Sell |
-2,756
| Closed | -$235K | – | 153 |
|
|
2023
Q2 | $235K | Buy |
2,756
+43
| +2% | +$3.67K | 0.31% | 125 |
|
|
2023
Q1 | $239K | Buy |
2,713
+25
| +0.9% | +$2.2K | 0.32% | 120 |
|
|
2022
Q4 | $267K | Buy |
+2,688
| New | +$267K | 0.47% | 84 |
|