Salomon & Ludwin’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 | $67.9K | Hold |
475
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $55.4K | Buy |
475
+400
| +533% | +$46.7K | 0.01% | 238 |
|
|
2024
Q4 | $9.43K | Sell |
75
-2
| -3% | -$251 | ﹤0.01% | 451 |
|
|
2024
Q3 | $8.03K | Hold |
77
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $7.48K | Sell |
77
-544
| -88% | -$52.9K | ﹤0.01% | 481 |
|
|
2024
Q1 | $58.5K | Buy |
621
+54
| +10% | +$5.09K | 0.01% | 332 |
|
|
2023
Q4 | $46.3K | Hold |
567
| – | – | ﹤0.01% | 316 |
|
|
2023
Q3 | $46.3K | Buy |
+567
| New | +$46.3K | ﹤0.01% | 316 |
|