TriaGen 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 | $813K | Buy |
5,771
+3
| +0.1% | +$423 | 0.25% | 86 |
|
|
2025
Q1 | $673K | Sell |
5,768
-1,300
| -18% | -$152K | 0.24% | 85 |
|
|
2024
Q4 | $889K | Hold |
7,068
| – | – | 0.3% | 73 |
|
|
2024
Q3 | $737K | Hold |
7,068
| – | – | 0.25% | 84 |
|
|
2024
Q2 | $687K | Sell |
7,068
-37
| -0.5% | -$3.6K | 0.27% | 85 |
|
|
2024
Q1 | $669K | Hold |
7,105
| – | – | 0.28% | 80 |
|
|
2023
Q4 | $663K | Buy |
7,105
+200
| +3% | +$18.7K | 0.32% | 74 |
|
|
2023
Q3 | $564K | Hold |
6,905
| – | – | 0.29% | 80 |
|
|
2023
Q2 | $590K | Hold |
6,905
| – | – | 0.27% | 88 |
|
|
2023
Q1 | $606K | Buy |
6,905
+37
| +0.5% | +$3.25K | 0.3% | 84 |
|
|
2022
Q4 | $584K | Hold |
6,868
| – | – | 0.32% | 82 |
|
|
2022
Q3 | $543K | Sell |
6,868
-258
| -4% | -$20.4K | 0.3% | 82 |
|
|
2022
Q2 | $542K | Hold |
7,126
| – | – | 0.39% | 71 |
|
|
2022
Q1 | $623K | Buy |
7,126
+33
| +0.5% | +$2.89K | 0.32% | 88 |
|
|
2021
Q4 | $696K | Sell |
7,093
-4,057
| -36% | -$398K | 0.34% | 82 |
|
|
2021
Q3 | $1.09M | Buy |
11,150
+3,957
| +55% | +$385K | 0.59% | 62 |
|
|
2021
Q2 | $690K | Sell |
7,193
-2,453
| -25% | -$235K | 0.36% | 86 |
|
|
2021
Q1 | $749K | Sell |
9,646
-462
| -5% | -$35.9K | 0.43% | 73 |
|
|
2020
Q4 | $693K | Buy |
+10,108
| New | +$693K | 0.41% | 80 |
|