Rockingstone 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
$378K Buy
2,680
+345
+15% +$48.6K 0.2% 87
2025
Q1
$272K Buy
2,335
+620
+36% +$72.3K 0.12% 93
2024
Q4
$216K Buy
+1,715
New +$216K 0.1% 100