Aspect Partners’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 | $41K | Buy |
291
+112
| +63% | +$15.8K | 0.02% | 163 |
|
2025
Q1 | $20.9K | Buy |
179
+2
| +1% | +$233 | 0.01% | 186 |
|
2024
Q4 | $22.3K | Hold |
177
| – | – | 0.01% | 187 |
|
2024
Q3 | $18.5K | Hold |
177
| – | – | 0.01% | 200 |
|
2024
Q2 | $17.2K | Hold |
177
| – | – | 0.01% | 204 |
|
2024
Q1 | $16.7K | Hold |
177
| – | – | 0.01% | 203 |
|
2023
Q4 | $16.5K | Buy |
+177
| New | +$16.5K | 0.01% | 195 |
|