Zhang 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 | $896K | Buy |
6,363
+3,053
| +92% | +$430K | 0.04% | 175 |
|
|
2025
Q1 | $386K | Sell |
3,310
-292
| -8% | -$34.1K | 0.02% | 223 |
|
|
2024
Q4 | $453K | Buy |
3,602
+586
| +19% | +$73.7K | 0.03% | 206 |
|
|
2024
Q3 | $314K | Sell |
3,016
-78
| -3% | -$8.13K | 0.02% | 224 |
|
|
2024
Q2 | $301K | Buy |
3,094
+64
| +2% | +$6.22K | 0.02% | 225 |
|
|
2024
Q1 | $285K | Buy |
3,030
+5
| +0.2% | +$471 | 0.02% | 229 |
|
|
2023
Q4 | $282K | Buy |
+3,025
| New | +$282K | 0.02% | 222 |
|
|
2023
Q3 | – | Sell |
-2,623
| Closed | -$224K | – | 245 |
|
|
2023
Q2 | $224K | Buy |
+2,623
| New | +$224K | 0.02% | 227 |
|