WealthShield Partners’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 | $302K | Sell |
2,146
-13
| -0.6% | -$1.83K | 0.04% | 277 |
|
|
2025
Q1 | $252K | Buy |
+2,159
| New | +$252K | 0.03% | 289 |
|
|
2022
Q1 | – | Sell |
-2,266
| Closed | -$222K | – | 360 |
|
|
2021
Q4 | $222K | Buy |
+2,266
| New | +$222K | 0.04% | 263 |
|
|
2021
Q2 | – | Sell |
-1,684
| Closed | -$130K | – | 1003 |
|
|
2021
Q1 | $130K | Buy |
+1,684
| New | +$130K | 0.02% | 307 |
|