Prairie Wealth Advisors’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 | $324K | Hold |
2,300
| – | – | 0.14% | 109 |
|
|
2025
Q1 | $268K | Hold |
2,300
| – | – | 0.13% | 118 |
|
|
2024
Q4 | $289K | Hold |
2,300
| – | – | 0.14% | 120 |
|
|
2024
Q3 | $240K | Sell |
2,300
-322
| -12% | -$33.6K | 0.12% | 131 |
|
|
2024
Q2 | $255K | Buy |
2,622
+7
| +0.3% | +$680 | 0.13% | 123 |
|
|
2024
Q1 | $246K | Buy |
+2,615
| New | +$246K | 0.12% | 145 |
|