Trajan Wealth’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 | $6.31M | Sell |
44,798
-589
| -1% | -$83K | 0.31% | 60 |
|
|
2025
Q1 | $5.3M | Buy |
45,387
+298
| +0.7% | +$34.8K | 0.29% | 67 |
|
|
2024
Q4 | $5.67M | Sell |
45,089
-3,648
| -7% | -$459K | 0.31% | 61 |
|
|
2024
Q3 | $5.08M | Buy |
48,737
+2,282
| +5% | +$238K | 0.3% | 73 |
|
|
2024
Q2 | $4.51M | Sell |
46,455
-254
| -0.5% | -$24.7K | 0.29% | 70 |
|
|
2024
Q1 | $4.4M | Buy |
+46,709
| New | +$4.4M | 0.3% | 78 |
|