Stratos 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 | $2.88M | Buy |
20,452
+1,050
| +5% | +$148K | 0.13% | 110 |
|
|
2025
Q1 | $2.26M | Buy |
19,402
+442
| +2% | +$51.6K | 0.12% | 114 |
|
|
2024
Q4 | $2.38M | Sell |
18,960
-962
| -5% | -$121K | 0.14% | 93 |
|
|
2024
Q3 | $2.08M | Buy |
19,922
+1,065
| +6% | +$111K | 0.15% | 98 |
|
|
2024
Q2 | $1.83M | Buy |
18,857
+1,097
| +6% | +$107K | 0.15% | 104 |
|
|
2024
Q1 | $1.67M | Buy |
+17,760
| New | +$1.67M | 0.16% | 97 |
|