Summit Wealth 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 | $421K | Sell |
2,986
-9
| -0.3% | -$1.27K | 0.11% | 72 |
|
|
2025
Q1 | $349K | Buy |
2,995
+12
| +0.4% | +$1.4K | 0.1% | 72 |
|
|
2024
Q4 | $375K | Hold |
2,983
| – | – | 0.11% | 60 |
|
|
2024
Q3 | $311K | Hold |
2,983
| – | – | 0.09% | 75 |
|
|
2024
Q2 | $290K | Buy |
+2,983
| New | +$290K | 0.09% | 70 |
|
|
2023
Q2 | – | Sell |
-19,579
| Closed | – | – | 192 |
|
|
2023
Q1 | $0 | Buy |
+19,579
| New | – | ﹤0.01% | 222 |
|