Seven Mile Advisory’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 | $423K | Buy |
3,000
+55
| +2% | +$7.75K | 0.25% | 76 |
|
|
2025
Q1 | $344K | Buy |
2,945
+96
| +3% | +$11.2K | 0.23% | 96 |
|
|
2024
Q4 | $358K | Sell |
2,849
-92
| -3% | -$11.6K | 0.23% | 86 |
|
|
2024
Q3 | $307K | Buy |
2,941
+55
| +2% | +$5.73K | 0.2% | 103 |
|
|
2024
Q2 | $280K | Buy |
2,886
+313
| +12% | +$30.4K | 0.21% | 98 |
|
|
2024
Q1 | $242K | Buy |
2,573
+286
| +13% | +$26.9K | 0.18% | 120 |
|
|
2023
Q4 | $213K | Buy |
+2,287
| New | +$213K | 0.18% | 127 |
|