Beacon Capital Management LLC (Tennessee)’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 | $38.4K | Buy |
273
+90
| +49% | +$12.7K | 0.01% | 389 |
|
|
2025
Q1 | $21.4K | Buy |
183
+17
| +10% | +$1.98K | ﹤0.01% | 470 |
|
|
2024
Q4 | $20.9K | Sell |
166
-125
| -43% | -$15.8K | ﹤0.01% | 465 |
|
|
2024
Q3 | $30.3K | Buy |
291
+222
| +322% | +$23.1K | ﹤0.01% | 413 |
|
|
2024
Q2 | $6.67K | Sell |
69
-387
| -85% | -$37.4K | ﹤0.01% | 653 |
|
|
2024
Q1 | $42.9K | Buy |
456
+68
| +18% | +$6.4K | 0.01% | 317 |
|
|
2023
Q4 | $31.7K | Buy |
388
+4
| +1% | +$326 | 0.01% | 306 |
|
|
2023
Q3 | $32.8K | Hold |
384
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $32.8K | Buy |
384
+376
| +4,700% | +$32.1K | 0.01% | 320 |
|
|
2023
Q1 | $702 | Hold |
8
| – | – | ﹤0.01% | 868 |
|
|
2022
Q4 | $680 | Sell |
8
-235
| -97% | -$20K | ﹤0.01% | 914 |
|
|
2022
Q3 | $19K | Hold |
243
| – | – | 0.01% | 357 |
|
|
2022
Q2 | $22K | Hold |
243
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $22K | Buy |
+243
| New | +$22K | 0.01% | 371 |
|