Silverlake Wealth Management’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 | $295K | Hold |
2,093
| – | – | 0.09% | 240 |
|
|
2025
Q1 | $244K | Buy |
2,093
+66
| +3% | +$7.7K | 0.09% | 218 |
|
|
2024
Q4 | $255K | Hold |
2,027
| – | – | 0.1% | 218 |
|
|
2024
Q3 | $211K | Buy |
+2,027
| New | +$211K | 0.08% | 248 |
|
|
2022
Q2 | – | Sell |
-2,577
| Closed | -$225K | – | 222 |
|
|
2022
Q1 | $225K | Sell |
2,577
-550
| -18% | -$48.1K | 0.13% | 189 |
|
|
2021
Q4 | $307K | Buy |
+3,127
| New | +$307K | 0.17% | 147 |
|