Roxbury Financial’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
$52.2K Buy
370
+2
+0.5% +$282 0.05% 165
2025
Q1
$48.9K Buy
368
+3
+0.8% +$399 0.05% 169
2024
Q4
$48.1K Buy
+365
New +$48.1K 0.05% 164