Spartan Planning & 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 | $391K | Buy |
+2,779
| New | +$391K | 0.34% | 51 |
|
|
2025
Q1 | – | Sell |
-2,480
| Closed | -$312K | – | 79 |
|
|
2024
Q4 | $312K | Buy |
+2,480
| New | +$312K | 0.28% | 54 |
|
|
2023
Q4 | $129K | Buy |
1,381
+1,379
| +68,950% | +$129K | 0.14% | 80 |
|
|
2023
Q3 | $163 | Buy |
+2
| New | +$163 | ﹤0.01% | 157 |
|
|
2022
Q4 | $260K | Buy |
+3,060
| New | +$260K | 0.32% | 51 |
|
|
2022
Q2 | – | Sell |
-385
| Closed | -$34K | – | 133 |
|
|
2022
Q1 | $34K | Buy |
+385
| New | +$34K | 0.04% | 95 |
|