Arcataur Capital 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
Q2 | $655K | Buy |
4,649
+22
| +0.5% | +$3.1K | 0.2% | 47 |
|
|
2025
Q1 | $540K | Sell |
4,627
-380
| -8% | -$44.3K | 0.18% | 55 |
|
|
2024
Q4 | $629K | Hold |
5,007
| – | – | 0.21% | 45 |
|
|
2024
Q3 | $522K | Sell |
5,007
-5
| -0.1% | -$521 | 0.18% | 59 |
|
|
2024
Q2 | $487K | Sell |
5,012
-35
| -0.7% | -$3.4K | 0.17% | 56 |
|
|
2024
Q1 | $475K | Hold |
5,047
| – | – | 0.17% | 58 |
|
|
2023
Q4 | $471K | Sell |
5,047
-20
| -0.4% | -$1.87K | 0.18% | 53 |
|
|
2023
Q3 | $414K | Hold |
5,067
| – | – | 0.17% | 56 |
|
|
2023
Q2 | $433K | Buy |
+5,067
| New | +$433K | 0.18% | 55 |
|