Tanager 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 | $375K | Sell |
2,665
-23
| -0.9% | -$3.24K | 0.04% | 87 |
|
|
2025
Q1 | $314K | Buy |
2,688
+231
| +9% | +$27K | 0.04% | 91 |
|
|
2024
Q4 | $309K | Sell |
2,457
-1,771
| -42% | -$223K | 0.04% | 85 |
|
|
2024
Q3 | $441K | Buy |
4,228
+378
| +10% | +$39.4K | 0.06% | 69 |
|
|
2024
Q2 | $374K | Buy |
3,850
+56
| +1% | +$5.44K | 0.06% | 68 |
|
|
2024
Q1 | $357K | Buy |
+3,794
| New | +$357K | 0.06% | 66 |
|
|
2023
Q4 | – | Sell |
-4,804
| Closed | -$392K | – | 84 |
|
|
2023
Q3 | $392K | Buy |
4,804
+52
| +1% | +$4.25K | 0.08% | 56 |
|
|
2023
Q2 | $406K | Buy |
4,752
+118
| +3% | +$10.1K | 0.09% | 58 |
|
|
2023
Q1 | $407K | Sell |
4,634
-269
| -5% | -$23.6K | 0.1% | 51 |
|
|
2022
Q4 | $417K | Buy |
+4,903
| New | +$417K | 0.11% | 50 |
|
|
2022
Q3 | – | Sell |
-3,945
| Closed | -$300K | – | 47 |
|
|
2022
Q2 | $300K | Hold |
3,945
| – | – | 0.25% | 32 |
|
|
2022
Q1 | $345K | Buy |
3,945
+1,044
| +36% | +$91.3K | 0.26% | 29 |
|
|
2021
Q4 | $285K | Buy |
+2,901
| New | +$285K | 0.22% | 30 |
|