Plancorp LLC’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 | $395K | Buy |
2,802
+40
| +1% | +$5.63K | 0.01% | 256 |
|
|
2025
Q1 | $322K | Buy |
2,762
+205
| +8% | +$23.9K | 0.01% | 271 |
|
|
2024
Q4 | $321K | Buy |
2,557
+143
| +6% | +$18K | 0.01% | 241 |
|
|
2024
Q3 | $252K | Buy |
2,414
+35
| +1% | +$3.65K | 0.01% | 272 |
|
|
2024
Q2 | $231K | Buy |
2,379
+29
| +1% | +$2.82K | 0.01% | 272 |
|
|
2024
Q1 | $221K | Buy |
2,350
+103
| +5% | +$9.7K | 0.01% | 271 |
|
|
2023
Q4 | $210K | Buy |
+2,247
| New | +$210K | 0.01% | 264 |
|
|
2020
Q4 | – | Sell |
-5,938
| Closed | -$287K | – | 205 |
|
|
2020
Q3 | $287K | Buy |
5,938
+36
| +0.6% | +$1.74K | 0.09% | 139 |
|
|
2020
Q2 | $285K | Buy |
+5,902
| New | +$285K | 0.09% | 139 |
|