TFM
TFC Financial Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
1,561
+8
| +0.5% | +$1.13K | 0.03% | 122 |
|
|
2025
Q1 | $181K | Buy |
1,553
+1,209
| +351% | +$141K | 0.03% | 129 |
|
|
2024
Q4 | $43.3K | Sell |
344
-79
| -19% | -$9.94K | 0.01% | 257 |
|
|
2024
Q3 | $44.1K | Buy |
423
+78
| +23% | +$8.14K | 0.01% | 264 |
|
|
2024
Q2 | $33.6K | Hold |
345
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $32.5K | Buy |
345
+6
| +2% | +$566 | 0.01% | 267 |
|
|
2023
Q4 | $31.6K | Sell |
339
-8
| -2% | -$747 | 0.01% | 260 |
|
|
2023
Q3 | $28.4K | Buy |
347
+80
| +30% | +$6.54K | 0.01% | 258 |
|
|
2023
Q2 | $22.8K | Sell |
267
-379
| -59% | -$32.4K | 0.01% | 277 |
|
|
2023
Q1 | $56.7K | Buy |
646
+607
| +1,556% | +$53.3K | 0.01% | 222 |
|
|
2022
Q4 | $3.34K | Hold |
39
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 377 |
|
|
2022
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 403 |
|
|
2021
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 401 |
|
|
2020
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 412 |
|