Proathlete Wealth Management’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 | $461K | Buy |
3,269
+14
| +0.4% | +$1.97K | 0.15% | 44 |
|
|
2025
Q1 | $380K | Buy |
3,255
+12
| +0.4% | +$1.4K | 0.14% | 48 |
|
|
2024
Q4 | $408K | Buy |
3,243
+13
| +0.4% | +$1.63K | 0.15% | 46 |
|
|
2024
Q3 | $337K | Sell |
3,230
-38
| -1% | -$3.96K | 0.14% | 49 |
|
|
2024
Q2 | $318K | Buy |
3,268
+268
| +9% | +$26K | 0.15% | 49 |
|
|
2024
Q1 | $282K | Buy |
3,000
+19
| +0.6% | +$1.79K | 0.15% | 49 |
|
|
2023
Q4 | $278K | Buy |
+2,981
| New | +$278K | 0.16% | 46 |
|