Principal Securities’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 | $5.47M | Buy |
38,800
+12,472
| +47% | +$1.76M | 0.1% | 192 |
|
|
2025
Q1 | $3.31M | Hold |
26,328
| – | – | 0.07% | 252 |
|
|
2024
Q4 | $3.31M | Buy |
26,328
+4,136
| +19% | +$520K | 0.07% | 251 |
|
|
2024
Q3 | $2.31M | Buy |
22,192
+4,509
| +25% | +$470K | 0.06% | 301 |
|
|
2024
Q2 | $1.72M | Buy |
17,683
+3,011
| +21% | +$293K | 0.05% | 335 |
|
|
2024
Q1 | $1.38M | Buy |
14,672
+431
| +3% | +$40.6K | 0.04% | 365 |
|
|
2023
Q4 | $1.33M | Buy |
+14,241
| New | +$1.33M | 0.05% | 339 |
|