PRI
Prepared Retirement Institute’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
1,997
-443
| -18% | -$62.4K | 0.17% | 67 |
|
|
2025
Q1 | $285K | Buy |
2,440
+3
| +0.1% | +$350 | 0.18% | 65 |
|
|
2024
Q4 | $306K | Hold |
2,437
| – | – | 0.17% | 60 |
|
|
2024
Q3 | $254K | Hold |
2,437
| – | – | 0.15% | 66 |
|
|
2024
Q2 | $237K | Buy |
2,437
+247
| +11% | +$24K | 0.16% | 70 |
|
|
2024
Q1 | $206K | Hold |
2,190
| – | – | 0.15% | 67 |
|
|
2023
Q4 | $204K | Buy |
+2,190
| New | +$204K | 0.15% | 73 |
|