Autumn Glory 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 | $639K | Hold |
4,535
| – | – | 0.3% | 90 |
|
|
2025
Q1 | $529K | Sell |
4,535
-3,842
| -46% | -$448K | 0.26% | 104 |
|
|
2024
Q4 | $1.05M | Sell |
8,377
-4,535
| -35% | -$570K | 0.52% | 59 |
|
|
2024
Q3 | $1.35M | Buy |
12,912
+8,377
| +185% | +$873K | 0.52% | 59 |
|
|
2024
Q2 | $441K | Hold |
4,535
| – | – | 0.23% | 96 |
|
|
2024
Q1 | $427K | Hold |
4,535
| – | – | 0.21% | 97 |
|
|
2023
Q4 | $390K | Buy |
4,535
+530
| +13% | +$45.6K | 0.22% | 100 |
|
|
2023
Q3 | $327K | Buy |
+4,005
| New | +$327K | 0.2% | 108 |
|
|
2022
Q1 | – | Sell |
-6,114
| Closed | -$600K | – | 194 |
|
|
2021
Q4 | $600K | Buy |
+6,114
| New | +$600K | 0.25% | 98 |
|