Phoenix Financial’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 | $1.55M | Buy |
+11,208
| New | +$1.55M | 0.02% | 203 |
|
|
2024
Q3 | – | Sell |
-2,719
| Closed | -$264K | – | 384 |
|
|
2024
Q2 | $264K | Sell |
2,719
-98
| -3% | -$9.5K | ﹤0.01% | 300 |
|
|
2024
Q1 | $264K | Buy |
+2,817
| New | +$264K | ﹤0.01% | 346 |
|
|
2023
Q1 | – | Sell |
-18,141
| Closed | -$1.54M | – | 314 |
|
|
2022
Q4 | $1.54M | Sell |
18,141
-13,682
| -43% | -$1.16M | 0.03% | 149 |
|
|
2022
Q3 | $2.55M | Buy |
31,823
+4,217
| +15% | +$338K | 0.06% | 129 |
|
|
2022
Q2 | $2.11M | Buy |
27,606
+11,396
| +70% | +$873K | 0.04% | 156 |
|
|
2022
Q1 | $1.42M | Buy |
+16,210
| New | +$1.42M | 0.02% | 221 |
|
|
2021
Q2 | – | Sell |
-577,622
| Closed | -$44.9M | – | 364 |
|
|
2021
Q1 | $44.9M | Buy |
577,622
+779
| +0.1% | +$60.5K | 1.01% | 27 |
|
|
2020
Q4 | $39.5M | Buy |
576,843
+130,322
| +29% | +$8.92M | 1.06% | 24 |
|
|
2020
Q3 | $20.4M | Buy |
446,521
+92,136
| +26% | +$4.2M | 0.85% | 43 |
|
|
2020
Q2 | $16.2M | Buy |
+354,385
| New | +$16.2M | 0.69% | 50 |
|