Smartleaf Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
11,770
-1,323
| -10% | -$186K | 0.15% | 159 |
|
|
2025
Q1 | $1.51M | Buy |
13,093
+1,010
| +8% | +$116K | 0.15% | 160 |
|
|
2024
Q4 | $1.52M | Buy |
12,083
+2,526
| +26% | +$318K | 0.15% | 148 |
|
|
2024
Q3 | $995K | Buy |
9,557
+2,945
| +45% | +$307K | 0.12% | 188 |
|
|
2024
Q2 | $633K | Buy |
6,612
+1,985
| +43% | +$190K | 0.1% | 222 |
|
|
2024
Q1 | $433K | Buy |
4,627
+1,827
| +65% | +$171K | 0.08% | 237 |
|
|
2023
Q4 | $259K | Buy |
+2,800
| New | +$259K | 0.07% | 280 |
|