Stephens Consulting’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Buy |
181
+56
| +45% | +$7.89K | 0.01% | 246 |
|
|
2025
Q1 | $14.6K | Sell |
125
-49
| -28% | -$5.72K | ﹤0.01% | 290 |
|
|
2024
Q4 | $21.9K | Hold |
174
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $18.1K | Sell |
174
-26
| -13% | -$2.71K | ﹤0.01% | 274 |
|
|
2024
Q2 | $19.4K | Buy |
200
+75
| +60% | +$7.29K | 0.01% | 265 |
|
|
2024
Q1 | $11.8K | Hold |
125
| – | – | ﹤0.01% | 296 |
|
|
2023
Q4 | $11.7K | Hold |
125
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $10.2K | Hold |
125
| – | – | ﹤0.01% | 306 |
|
|
2023
Q2 | $10.7K | Hold |
125
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $11K | Hold |
125
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $10.6K | Hold |
125
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $9.88K | Hold |
125
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $9.51K | Hold |
125
| – | – | 0.01% | 330 |
|
|
2022
Q1 | $10.9K | Hold |
125
| – | – | 0.01% | 337 |
|
|
2021
Q4 | $12.3K | Buy |
+125
| New | +$12.3K | 0.01% | 361 |
|