TritonPoint 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 | $535K | Buy |
3,800
+184
| +5% | +$25.9K | 0.05% | 203 |
|
|
2025
Q1 | $422K | Buy |
3,616
+219
| +6% | +$25.6K | 0.04% | 234 |
|
|
2024
Q4 | $427K | Buy |
3,397
+398
| +13% | +$50K | 0.04% | 226 |
|
|
2024
Q3 | $312K | Sell |
2,999
-45
| -1% | -$4.69K | 0.03% | 262 |
|
|
2024
Q2 | $296K | Buy |
3,044
+269
| +10% | +$26.1K | 0.03% | 255 |
|
|
2024
Q1 | $260K | Sell |
2,775
-86
| -3% | -$8.05K | 0.03% | 283 |
|
|
2023
Q4 | $267K | Buy |
+2,861
| New | +$267K | 0.03% | 293 |
|