Smallwood Wealth Investment 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
Q1 | $240K | Sell |
2,058
-1
| -0% | -$117 | 0.15% | 68 |
|
|
2024
Q4 | $259K | Buy |
2,059
+3
| +0.1% | +$377 | 0.18% | 66 |
|
|
2024
Q3 | $214K | Buy |
+2,056
| New | +$214K | 0.15% | 68 |
|
|
2023
Q1 | – | Sell |
-2,403
| Closed | -$204K | – | 68 |
|
|
2022
Q4 | $204K | Sell |
2,403
-475
| -17% | -$40.4K | 0.17% | 68 |
|
|
2022
Q3 | $227K | Buy |
+2,878
| New | +$227K | 0.2% | 67 |
|