Trueblood 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 | $526K | Buy |
3,732
+276
| +8% | +$38.9K | 0.22% | 135 |
|
|
2025
Q1 | $403K | Buy |
3,456
+376
| +12% | +$43.9K | 0.19% | 151 |
|
|
2024
Q4 | $387K | Hold |
3,080
| – | – | 0.19% | 159 |
|
|
2024
Q3 | $321K | Hold |
3,080
| – | – | 0.16% | 169 |
|
|
2024
Q2 | $299K | Hold |
3,080
| – | – | 0.17% | 163 |
|
|
2024
Q1 | $290K | Hold |
3,080
| – | – | 0.17% | 159 |
|
|
2023
Q4 | $287K | Buy |
+3,080
| New | +$287K | 0.18% | 161 |
|