Shepherd Financial Partners’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 | $571K | Buy |
4,054
+2
| +0% | +$282 | 0.06% | 144 |
|
|
2025
Q1 | $473K | Buy |
4,052
+303
| +8% | +$35.3K | 0.06% | 160 |
|
|
2024
Q4 | $471K | Sell |
3,749
-330
| -8% | -$41.5K | 0.06% | 144 |
|
|
2024
Q3 | $425K | Buy |
4,079
+3
| +0.1% | +$313 | 0.05% | 156 |
|
|
2024
Q2 | $396K | Buy |
4,076
+2
| +0% | +$194 | 0.05% | 162 |
|
|
2024
Q1 | $384K | Buy |
4,074
+4
| +0.1% | +$377 | 0.05% | 166 |
|
|
2023
Q4 | $380K | Sell |
4,070
-277
| -6% | -$25.8K | 0.05% | 163 |
|
|
2023
Q3 | $355K | Buy |
4,347
+198
| +5% | +$16.2K | 0.06% | 156 |
|
|
2023
Q2 | $354K | Buy |
4,149
+211
| +5% | +$18K | 0.06% | 149 |
|
|
2023
Q1 | $346K | Sell |
3,938
-240
| -6% | -$21.1K | 0.06% | 149 |
|
|
2022
Q4 | $355K | Buy |
4,178
+76
| +2% | +$6.46K | 0.06% | 137 |
|
|
2022
Q3 | $324K | Buy |
4,102
+235
| +6% | +$18.6K | 0.06% | 133 |
|
|
2022
Q2 | $294K | Buy |
3,867
+844
| +28% | +$64.2K | 0.06% | 135 |
|
|
2022
Q1 | $265K | Buy |
+3,023
| New | +$265K | 0.05% | 145 |
|
|
2018
Q4 | – | Sell |
-4,931
| Closed | -$233K | – | 135 |
|
|
2018
Q3 | $233K | Hold |
4,931
| – | – | 0.05% | 115 |
|
|
2018
Q2 | $235K | Buy |
+4,931
| New | +$235K | 0.05% | 115 |
|