XML Financial’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
$210K Buy
+1,490
New +$210K 0.02% 347
2025
Q1
Sell
-2,612
Closed -$328K 372
2024
Q4
$328K Buy
+2,612
New +$328K 0.03% 282