Spectrum Wealth Counsel’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 | $7.05M | Sell |
60,420
-660
| -1% | -$77K | 0.85% | 39 |
|
|
2024
Q4 | $7.68M | Buy |
61,080
+235
| +0.4% | +$29.5K | 0.9% | 31 |
|
|
2024
Q3 | $6.34M | Buy |
+60,845
| New | +$6.34M | 0.75% | 39 |
|
|
2024
Q1 | – | Sell |
-671
| Closed | -$62.6K | – | 381 |
|
|
2023
Q4 | $62.6K | Buy |
+671
| New | +$62.6K | 0.01% | 188 |
|