AlphaCore Capital’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
2025
Q1
$797K Buy
2024
Q4
$680K Buy
2024
Q3
$513K Buy
2024
Q2
$435K Buy
2024
Q1
$277K Sell
2023
Q4
$366K Sell
2023
Q3
$557K Sell
2023
Q2
$601K Sell
2023
Q1
$719K Buy