Alpha Family Trust’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 | $567K | Buy |
+4,025
| New | +$567K | 0.28% | 67 |
|
|
2023
Q4 | – | Sell |
-4,405
| Closed | -$360K | – | 152 |
|
|
2023
Q3 | $360K | Hold |
4,405
| – | – | 0.27% | 69 |
|
|
2023
Q2 | $376K | Hold |
4,405
| – | – | 0.26% | 64 |
|
|
2023
Q1 | $387K | Hold |
4,405
| – | – | 0.31% | 65 |
|
|
2022
Q4 | $375K | Buy |
4,405
+1,820
| +70% | +$155K | 0.34% | 62 |
|
|
2022
Q3 | $204K | Buy |
+2,585
| New | +$204K | 0.15% | 44 |
|