Symphony Financial’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 | $2.09M | Buy |
15,531
+6,077
| +64% | +$819K | 0.27% | 76 |
|
|
2025
Q1 | $1.02M | Buy |
9,454
+14
| +0.1% | +$1.51K | 0.6% | 38 |
|
|
2024
Q4 | $1.28M | Buy |
9,440
+3,193
| +51% | +$435K | 0.2% | 90 |
|
|
2024
Q3 | $655K | Buy |
6,247
+2,539
| +68% | +$266K | 0.11% | 122 |
|
|
2024
Q2 | $364K | Buy |
+3,708
| New | +$364K | 0.07% | 151 |
|