Almanack 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 | $362K | Buy |
+2,570
| New | +$362K | 0.06% | 144 |
|
|
2022
Q4 | – | Sell |
-658
| Closed | -$52K | – | 797 |
|
|
2022
Q3 | $52K | Buy |
+658
| New | +$52K | 0.01% | 260 |
|
|
2022
Q2 | – | Sell |
-2,557
| Closed | -$223K | – | 494 |
|
|
2022
Q1 | $223K | Buy |
2,557
+191
| +8% | +$16.7K | 0.02% | 430 |
|
|
2021
Q4 | $232K | Buy |
2,366
+276
| +13% | +$27.1K | 0.02% | 438 |
|
|
2021
Q3 | $203K | Buy |
+2,090
| New | +$203K | 0.02% | 467 |
|