Strait & Sound 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 | $1.25M | Buy |
8,879
+132
| +2% | +$18.6K | 0.53% | 45 |
|
|
2025
Q1 | $1.02M | Buy |
8,747
+2,945
| +51% | +$344K | 0.47% | 49 |
|
|
2024
Q4 | $729K | Buy |
5,802
+192
| +3% | +$24.1K | 0.34% | 57 |
|
|
2024
Q3 | $585K | Buy |
5,610
+1,009
| +22% | +$105K | 0.28% | 63 |
|
|
2024
Q2 | $447K | Buy |
4,601
+1,624
| +55% | +$158K | 0.23% | 73 |
|
|
2024
Q1 | $259K | Sell |
2,977
-67
| -2% | -$5.82K | 0.14% | 111 |
|
|
2023
Q4 | $257K | Sell |
3,044
-125
| -4% | -$10.6K | 0.16% | 107 |
|
|
2023
Q3 | $259K | Buy |
3,169
+40
| +1% | +$3.27K | 0.22% | 107 |
|
|
2023
Q2 | $267K | Sell |
3,129
-228
| -7% | -$19.5K | 0.26% | 85 |
|
|
2023
Q1 | $295K | Buy |
3,357
+159
| +5% | +$14K | 0.29% | 80 |
|
|
2022
Q4 | $310K | Buy |
+3,198
| New | +$310K | 0.34% | 74 |
|