World Investment Advisors’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 | $2.97M | Buy |
21,076
+1,460
| +7% | +$206K | 0.07% | 304 |
|
|
2025
Q1 | $2.29M | Buy |
19,616
+2,297
| +13% | +$268K | 0.06% | 326 |
|
|
2024
Q4 | $2.18M | Buy |
17,319
+2,256
| +15% | +$284K | 0.06% | 311 |
|
|
2024
Q3 | $1.57M | Buy |
15,063
+4,674
| +45% | +$487K | 0.05% | 336 |
|
|
2024
Q2 | $1.01M | Buy |
+10,389
| New | +$1.01M | 0.06% | 270 |
|