Zullo Investment Group’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 | $1.52M | Sell |
10,780
-125
| -1% | -$17.6K | 0.62% | 41 |
|
|
2025
Q1 | $1.27M | Sell |
10,905
-48
| -0.4% | -$5.6K | 0.55% | 46 |
|
|
2024
Q4 | $1.38M | Sell |
10,953
-458
| -4% | -$57.6K | 0.56% | 44 |
|
|
2024
Q3 | $1.19M | Sell |
11,411
-74
| -0.6% | -$7.71K | 0.49% | 52 |
|
|
2024
Q2 | $1.12M | Sell |
11,485
-159
| -1% | -$15.5K | 0.49% | 51 |
|
|
2024
Q1 | $1.1M | Sell |
11,644
-268
| -2% | -$25.2K | 0.51% | 53 |
|
|
2023
Q4 | $1.11M | Sell |
11,912
-497
| -4% | -$46.3K | 0.57% | 46 |
|
|
2023
Q3 | $1.01M | Sell |
12,409
-223
| -2% | -$18.2K | 0.59% | 44 |
|
|
2023
Q2 | $1.08M | Sell |
12,632
-985
| -7% | -$84.1K | 0.62% | 43 |
|
|
2023
Q1 | $1.2M | Sell |
13,617
-777
| -5% | -$68.2K | 0.74% | 38 |
|
|
2022
Q4 | $1.22M | Sell |
14,394
-21
| -0.1% | -$1.79K | 0.75% | 35 |
|
|
2022
Q3 | $1.14M | Buy |
14,415
+49
| +0.3% | +$3.87K | 0.74% | 32 |
|
|
2022
Q2 | $1.09M | Sell |
14,366
-531
| -4% | -$40.4K | 0.68% | 34 |
|
|
2022
Q1 | $1.3M | Buy |
14,897
+23
| +0.2% | +$2.01K | 0.68% | 29 |
|
|
2021
Q4 | $1.46M | Buy |
+14,874
| New | +$1.46M | 0.75% | 25 |
|