Winthrop Advisory Group’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 | $363K | Sell |
2,574
-215
| -8% | -$30.3K | 0.04% | 122 |
|
|
2025
Q1 | $325K | Buy |
+2,789
| New | +$325K | 0.04% | 112 |
|
|
2024
Q1 | – | Sell |
-2,233
| Closed | -$208K | – | 143 |
|
|
2023
Q4 | $208K | Buy |
+2,233
| New | +$208K | 0.03% | 132 |
|
|
2023
Q3 | – | Sell |
-2,523
| Closed | -$216K | – | 131 |
|
|
2023
Q2 | $216K | Buy |
2,523
+193
| +8% | +$16.5K | 0.03% | 121 |
|
|
2023
Q1 | $205K | Buy |
+2,330
| New | +$205K | 0.04% | 118 |
|