Thrive 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 | $353K | Hold |
2,503
| – | – | 0.06% | 158 |
|
|
2025
Q1 | $292K | Sell |
2,503
-270
| -10% | -$31.5K | 0.06% | 167 |
|
|
2024
Q4 | $349K | Sell |
2,773
-20
| -0.7% | -$2.52K | 0.06% | 144 |
|
|
2024
Q3 | $291K | Sell |
2,793
-63
| -2% | -$6.57K | 0.05% | 170 |
|
|
2024
Q2 | $278K | Buy |
2,856
+359
| +14% | +$34.9K | 0.05% | 170 |
|
|
2024
Q1 | $235K | Buy |
2,497
+74
| +3% | +$6.97K | 0.05% | 187 |
|
|
2023
Q4 | $226K | Sell |
2,423
-47
| -2% | -$4.38K | 0.05% | 173 |
|
|
2023
Q3 | $202K | Sell |
2,470
-68
| -3% | -$5.55K | 0.05% | 164 |
|
|
2023
Q2 | $217K | Buy |
+2,538
| New | +$217K | 0.06% | 167 |
|