Portside Wealth Group’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 | $1.32M | Buy |
9,373
+218
| +2% | +$30.7K | 0.2% | 115 |
|
|
2025
Q1 | $1.07M | Buy |
9,155
+600
| +7% | +$70K | 0.17% | 132 |
|
|
2024
Q4 | $1.08M | Buy |
8,555
+513
| +6% | +$64.5K | 0.18% | 124 |
|
|
2024
Q3 | $838K | Buy |
8,042
+1,030
| +15% | +$107K | 0.14% | 161 |
|
|
2024
Q2 | $681K | Sell |
7,012
-556
| -7% | -$54K | 0.13% | 164 |
|
|
2024
Q1 | $713K | Sell |
7,568
-105
| -1% | -$9.89K | 0.13% | 166 |
|
|
2023
Q4 | $716K | Sell |
7,673
-1,082
| -12% | -$101K | 0.13% | 169 |
|
|
2023
Q3 | $715K | Buy |
8,755
+13
| +0.1% | +$1.06K | 0.13% | 155 |
|
|
2023
Q2 | $747K | Buy |
+8,742
| New | +$747K | 0.14% | 151 |
|