Atom Investors’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 | $878K | Buy |
+6,234
| New | +$878K | 0.08% | 265 |
|
|
2024
Q1 | – | Sell |
-9,425
| Closed | -$879K | – | 644 |
|
|
2023
Q4 | $879K | Sell |
9,425
-3,273
| -26% | -$305K | 0.16% | 200 |
|
|
2023
Q3 | $1.04M | Buy |
12,698
+7,193
| +131% | +$587K | 0.24% | 126 |
|
|
2023
Q2 | $470K | Buy |
+5,505
| New | +$470K | 0.18% | 113 |
|
|
2020
Q3 | – | Sell |
-15,922
| Closed | -$769K | – | 568 |
|
|
2020
Q2 | $769K | Buy |
+15,922
| New | +$769K | 0.05% | 220 |
|