Safeguard 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
Q1 | – | Sell |
-1,831
| Closed | -$230K | – | 114 |
|
|
2024
Q4 | $230K | Sell |
1,831
-702
| -28% | -$88.3K | 0.05% | 105 |
|
|
2024
Q3 | $264K | Buy |
2,533
+215
| +9% | +$22.4K | 0.06% | 100 |
|
|
2024
Q2 | $225K | Buy |
+2,318
| New | +$225K | 0.06% | 94 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$1K | – | 373 |
|
|
2023
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 554 |
|