Premier Path Wealth Partners’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 | $1.42M | Buy |
10,081
+554
| +6% | +$78K | 0.2% | 120 |
|
|
2025
Q1 | $1.11M | Sell |
9,527
-545
| -5% | -$63.6K | 0.17% | 146 |
|
|
2024
Q4 | $1.27M | Sell |
10,072
-271
| -3% | -$34.1K | 0.19% | 120 |
|
|
2024
Q3 | $1.08M | Sell |
10,343
-292
| -3% | -$30.4K | 0.17% | 150 |
|
|
2024
Q2 | $1.03M | Sell |
10,635
-2,152
| -17% | -$209K | 0.18% | 144 |
|
|
2024
Q1 | $1.2M | Sell |
12,787
-297
| -2% | -$28K | 0.23% | 116 |
|
|
2023
Q4 | $1.22M | Buy |
+13,084
| New | +$1.22M | 0.27% | 93 |
|