Aspire Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-121
| Closed | -$12.6K | – | 461 |
|
|
2024
Q3 | $12.6K | Buy |
121
+108
| +831% | +$10.9K | ﹤0.01% | 354 |
|
|
2024
Q2 | $1.23K | Hold |
13
| – | – | ﹤0.01% | 587 |
|
|
2024
Q1 | $1.19K | Sell |
13
-54
| -81% | -$4.75K | ﹤0.01% | 624 |
|
|
2023
Q4 | $6.33K | Hold |
67
| – | – | ﹤0.01% | 443 |
|
|
2023
Q3 | $5.53K | Sell |
67
-28
| -29% | -$2.43K | ﹤0.01% | 469 |
|
|
2023
Q2 | $8.08K | Sell |
95
-15
| -14% | -$1.28K | ﹤0.01% | 401 |
|
|
2023
Q1 | $9.7K | Sell |
110
-7,054
| -98% | -$658K | ﹤0.01% | 372 |
|
|
2022
Q4 | $609K | Buy |
7,164
+267
| +4% | +$22.8K | 0.22% | 72 |
|
|
2022
Q3 | $545K | Sell |
6,897
-694
| -9% | -$58.5K | 0.21% | 64 |
|
|
2022
Q2 | $577K | Sell |
7,591
-106
| -1% | -$8.68K | 0.21% | 63 |
|
|
2022
Q1 | $673K | Buy |
7,697
+781
| +11% | +$75.3K | 0.21% | 63 |
|
|
2021
Q4 | $679K | Buy |
6,916
+654
| +10% | +$65.1K | 0.21% | 61 |
|
|
2021
Q3 | $609K | Sell |
6,262
-387
| -6% | -$38.3K | 0.2% | 57 |
|
|
2021
Q2 | $610K | Buy |
6,649
+1,784
| +37% | +$153K | 0.2% | 58 |
|
|
2021
Q1 | $378K | Buy |
4,865
+2,028
| +71% | +$155K | 0.13% | 80 |
|
|
2020
Q4 | $194K | Buy |
2,837
+3
| +0.1% | +$172 | 0.07% | 118 |
|
|
2020
Q3 | $137K | Buy |
2,834
+366
| +15% | +$18.4K | 0.06% | 134 |
|
|
2020
Q2 | $119K | Buy |
2,468
+197
| +9% | +$8.27K | 0.06% | 120 |
|
|
2020
Q1 | $77K | Sell |
2,271
-174
| -7% | -$8.2K | 0.04% | 134 |
|
|
2019
Q4 | $125K | Buy |
2,445
+83
| +4% | +$3.93K | 0.05% | 146 |
|
|
2019
Q3 | $101K | Buy |
2,362
+239
| +11% | +$10.2K | 0.05% | 160 |
|
|
2019
Q2 | $93K | Buy |
2,123
+329
| +18% | +$14.7K | 0.04% | 162 |
|
|
2019
Q1 | $76K | Sell |
1,794
-10
| -0.6% | -$421 | 0.04% | 194 |
|
|
2018
Q4 | $72K | Buy |
+1,804
| New | +$78.7K | 0.04% | 181 |
|
Other funds holding MS
