Stone House 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
Q2 | $9.86K | Hold |
70
| – | – | ﹤0.01% | 264 |
|
|
2025
Q1 | $8.17K | Buy |
+70
| New | +$8.17K | ﹤0.01% | 272 |
|
|
2024
Q4 | – | Sell |
-70
| Closed | -$7.3K | – | 240 |
|
|
2024
Q3 | $7.3K | Hold |
70
| – | – | ﹤0.01% | 243 |
|
|
2024
Q2 | $6.8K | Hold |
70
| – | – | ﹤0.01% | 254 |
|
|
2024
Q1 | $6.59K | Hold |
70
| – | – | ﹤0.01% | 269 |
|
|
2023
Q4 | $6.53K | Hold |
70
| – | – | ﹤0.01% | 187 |
|
|
2023
Q3 | $5.72K | Hold |
70
| – | – | ﹤0.01% | 196 |
|
|
2023
Q2 | $5.98K | Hold |
70
| – | – | ﹤0.01% | 192 |
|
|
2023
Q1 | $6.15K | Buy |
+70
| New | +$6.15K | ﹤0.01% | 194 |
|