Simplicity Wealth’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 | $1.04M | Buy |
7,352
+5,612
| +323% | +$791K | 0.04% | 326 |
|
|
2025
Q1 | $203K | Buy |
+1,740
| New | +$203K | 0.02% | 527 |
|
|
2024
Q3 | – | Sell |
-24,414
| Closed | -$2.37M | – | 937 |
|
|
2024
Q2 | $2.37M | Buy |
24,414
+941
| +4% | +$91.5K | 0.05% | 326 |
|
|
2024
Q1 | $2.21M | Buy |
+23,473
| New | +$2.21M | 0.05% | 333 |
|