Stonebridge Financial Group’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
Sell
-291
Closed -$34K 657
2025
Q1
$34K Buy
291
+10
+4% +$1.17K ﹤0.01% 433
2024
Q4
$35.3K Buy
+281
New +$35.3K ﹤0.01% 426