Bearing Point Capital’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
$762K Sell
5,407
-196
-3% -$27.6K 0.14% 97
2025
Q1
$654K Sell
5,603
-256
-4% -$29.9K 0.14% 107
2024
Q4
$737K Buy
+5,859
New +$737K 0.15% 102