Provenance 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 | $62.4K | Hold |
443
| – | – | 0.01% | 193 |
|
|
2025
Q1 | $51.7K | Hold |
443
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $55.7K | Hold |
443
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $46.2K | Hold |
443
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $43.1K | Hold |
443
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $41.7K | Hold |
443
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $41.3K | Buy |
443
+411
| +1,284% | +$38.3K | 0.01% | 217 |
|
|
2023
Q3 | $2.61K | Buy |
+32
| New | +$2.61K | ﹤0.01% | 303 |
|