Banco BTG Pactual’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$933K | – | 171 |
|
|
2024
Q1 | $933K | Sell |
10,000
-10,263
| -51% | -$958K | 0.16% | 64 |
|
|
2023
Q4 | $1.9M | Buy |
+20,263
| New | +$1.9M | 0.24% | 48 |
|
|
2020
Q1 | – | Sell |
-6,200
| Closed | -$317K | – | 81 |
|
|
2019
Q4 | $317K | Sell |
6,200
-40,079
| -87% | -$2.05M | 0.13% | 44 |
|
|
2019
Q3 | $1.98M | Buy |
46,279
+65
| +0.1% | +$2.77K | 0.76% | 16 |
|
|
2019
Q2 | $2.03M | Buy |
46,214
+14
| +0% | +$613 | 0.88% | 20 |
|
|
2019
Q1 | $1.95M | Buy |
+46,200
| New | +$1.95M | 0.56% | 12 |
|
|
2018
Q4 | – | Sell |
-6,229
| Closed | -$290K | – | 65 |
|
|
2018
Q3 | $290K | Buy |
6,229
+842
| +16% | +$39.2K | 0.25% | 28 |
|
|
2018
Q2 | $255K | Buy |
+5,387
| New | +$255K | 0.15% | 35 |
|