AlphaCore Capital’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 | $1.12M | Buy |
7,970
+1,136
| +17% | +$160K | 0.04% | 236 |
|
|
2025
Q1 | $797K | Buy |
6,834
+1,422
| +26% | +$166K | 0.07% | 194 |
|
|
2024
Q4 | $680K | Buy |
5,412
+489
| +10% | +$61.5K | 0.15% | 96 |
|
|
2024
Q3 | $513K | Buy |
4,923
+446
| +10% | +$46.5K | 0.12% | 110 |
|
|
2024
Q2 | $435K | Buy |
4,477
+1,531
| +52% | +$149K | 0.11% | 114 |
|
|
2024
Q1 | $277K | Sell |
2,946
-983
| -25% | -$92.5K | 0.07% | 131 |
|
|
2023
Q4 | $366K | Sell |
3,929
-2,893
| -42% | -$270K | 0.05% | 174 |
|
|
2023
Q3 | $557K | Sell |
6,822
-211
| -3% | -$17.2K | 0.09% | 137 |
|
|
2023
Q2 | $601K | Sell |
7,033
-1,159
| -14% | -$99K | 0.1% | 129 |
|
|
2023
Q1 | $719K | Buy |
+8,192
| New | +$719K | 0.19% | 78 |
|