Y.D. More Investments’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 | $230K | Sell |
1,638
-509
| -24% | -$71.5K | 0.02% | 194 |
|
|
2025
Q1 | $250K | Buy |
2,147
+213
| +11% | +$24.8K | 0.02% | 187 |
|
|
2024
Q4 | $243K | Buy |
1,934
+835
| +76% | +$105K | 0.02% | 179 |
|
|
2024
Q3 | $114K | Buy |
1,099
+54
| +5% | +$5.62K | 0.01% | 247 |
|
|
2024
Q2 | $101K | Buy |
1,045
+665
| +175% | +$64.6K | 0.01% | 252 |
|
|
2024
Q1 | $35.7K | Hold |
380
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $35.3K | Hold |
380
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $31K | Hold |
380
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $32.4K | Hold |
380
| – | – | 0.01% | 242 |
|
|
2023
Q1 | $33.3K | Buy |
380
+193
| +103% | +$16.9K | 0.01% | 239 |
|
|
2022
Q4 | $15.8K | Buy |
+187
| New | +$15.8K | ﹤0.01% | 322 |
|