World Equity 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
Q1 | – | Sell |
-2,524
| Closed | -$316K | – | 343 |
|
|
2024
Q4 | $316K | Buy |
+2,524
| New | +$316K | 0.07% | 257 |
|
|
2024
Q2 | – | Sell |
-3,637
| Closed | -$342K | – | 302 |
|
|
2024
Q1 | $342K | Buy |
+3,637
| New | +$342K | 0.07% | 227 |
|
|
2023
Q2 | – | Sell |
-42,956
| Closed | -$307K | – | 457 |
|
|
2023
Q1 | $307K | Buy |
+42,956
| New | +$307K | 0.05% | 375 |
|