Pure Financial 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 | $477K | Buy |
3,389
+884
| +35% | +$125K | 0.01% | 303 |
|
|
2025
Q1 | $292K | Buy |
2,505
+511
| +26% | +$59.6K | 0.01% | 316 |
|
|
2024
Q4 | $251K | Buy |
+1,994
| New | +$251K | 0.01% | 307 |
|
|
2024
Q3 | – | Sell |
-2,921
| Closed | -$284K | – | 337 |
|
|
2024
Q2 | $284K | Buy |
+2,921
| New | +$284K | 0.01% | 261 |
|