3Chopt Investment Partners’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 | $561K | Sell |
3,986
-223
| -5% | -$31.4K | 0.14% | 128 |
|
|
2025
Q1 | $491K | Buy |
+4,209
| New | +$491K | 0.13% | 135 |
|
|
2024
Q3 | – | Sell |
-2,907
| Closed | -$283K | – | 140 |
|
|
2024
Q2 | $283K | Buy |
+2,907
| New | +$283K | 0.09% | 162 |
|
|
2024
Q1 | – | Sell |
-2,175
| Closed | -$203K | – | 127 |
|
|
2023
Q4 | $203K | Buy |
+2,175
| New | +$203K | 0.07% | 164 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$128K | – | 217 |
|
|
2022
Q4 | $128K | Buy |
+1,500
| New | +$128K | 0.07% | 152 |
|