The Family Firm’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 | – | Sell |
-1,747
| Closed | -$204K | – | 164 |
|
|
2025
Q1 | $204K | Sell |
1,747
-272
| -13% | -$31.7K | 0.05% | 210 |
|
|
2024
Q4 | $254K | Buy |
2,019
+13
| +0.6% | +$1.64K | 0.06% | 182 |
|
|
2024
Q3 | $209K | Buy |
2,006
+19
| +1% | +$1.98K | 0.05% | 202 |
|
|
2024
Q2 | $193K | Buy |
+1,987
| New | +$193K | 0.04% | 201 |
|