Zimmermann Investment Management & Planning’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,065
| Closed | -$347K | – | 116 |
|
|
2023
Q2 | $347K | Buy |
4,065
+1,243
| +44% | +$106K | 0.16% | 81 |
|
|
2023
Q1 | $248K | Buy |
2,822
+380
| +16% | +$33.4K | 0.13% | 99 |
|
|
2022
Q4 | $208K | Sell |
2,442
-269
| -10% | -$22.9K | 0.12% | 89 |
|
|
2022
Q3 | $214K | Sell |
2,711
-4,659
| -63% | -$368K | 0.13% | 87 |
|
|
2022
Q2 | $561K | Buy |
7,370
+603
| +9% | +$45.9K | 0.38% | 55 |
|
|
2022
Q1 | $591K | Buy |
6,767
+399
| +6% | +$34.8K | 0.35% | 55 |
|
|
2021
Q4 | $625K | Buy |
+6,368
| New | +$625K | 0.35% | 49 |
|