Bay Capital Advisors’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
$600K Buy
4,259
+1
+0% +$141 0.46% 52
2025
Q1
$497K Sell
4,258
-156
-4% -$18.2K 0.41% 56
2024
Q4
$555K Buy
+4,414
New +$555K 0.45% 56