Alpha DNA Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39,921
| Closed | -$5.02M | – | 108 |
|
|
2024
Q4 | $5.02M | Buy |
39,921
+21,090
| +112% | +$2.65M | 1.91% | 3 |
|
|
2024
Q3 | $1.96M | Sell |
18,831
-27,376
| -59% | -$2.85M | 0.73% | 26 |
|
|
2024
Q2 | $4.49M | Buy |
46,207
+23,387
| +102% | +$2.27M | 1.74% | 2 |
|
|
2024
Q1 | $2.15M | Buy |
22,820
+10,899
| +91% | +$1.03M | 0.79% | 16 |
|
|
2023
Q4 | $1.11M | Buy |
11,921
+52
| +0.4% | +$4.85K | 0.43% | 39 |
|
|
2023
Q3 | $969K | Sell |
11,869
-14,051
| -54% | -$1.15M | 0.4% | 47 |
|
|
2023
Q2 | $2.21M | Buy |
25,920
+6,186
| +31% | +$528K | 0.74% | 15 |
|
|
2023
Q1 | $1.73M | Buy |
19,734
+9,440
| +92% | +$829K | 0.51% | 24 |
|
|
2022
Q4 | $875K | Buy |
10,294
+2,524
| +32% | +$215K | 0.31% | 136 |
|
|
2022
Q3 | $613K | Buy |
+7,770
| New | +$613K | 0.51% | 77 |
|
|
2021
Q2 | – | Sell |
-368
| Closed | -$27K | – | 431 |
|
|
2021
Q1 | $27K | Sell |
368
-2
| -0.5% | -$147 | 0.03% | 227 |
|
|
2020
Q4 | $25K | Buy |
+370
| New | +$25K | 0.03% | 241 |
|