Beck Mack & Oliver’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 | $863K | Hold |
6,125
| – | – | 0.02% | 116 |
|
|
2025
Q1 | $715K | Buy |
6,125
+3,625
| +145% | +$423K | 0.01% | 118 |
|
|
2024
Q4 | $314K | Hold |
2,500
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $261K | Hold |
2,500
| – | – | 0.01% | 153 |
|
|
2024
Q2 | $243K | Hold |
2,500
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $235K | Hold |
2,500
| – | – | ﹤0.01% | 160 |
|
|
2023
Q4 | $233K | Hold |
2,500
| – | – | 0.01% | 163 |
|
|
2023
Q3 | $204K | Hold |
2,500
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $214K | Hold |
2,500
| – | – | 0.01% | 159 |
|
|
2023
Q1 | $220K | Hold |
2,500
| – | – | 0.01% | 158 |
|
|
2022
Q4 | $213K | Buy |
+2,500
| New | +$213K | 0.01% | 161 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$219K | – | 185 |
|
|
2022
Q1 | $219K | Sell |
2,500
-750
| -23% | -$65.7K | 0.01% | 177 |
|
|
2021
Q4 | $319K | Hold |
3,250
| – | – | 0.01% | 159 |
|
|
2021
Q3 | $316K | Buy |
3,250
+750
| +30% | +$72.9K | 0.01% | 171 |
|
|
2021
Q2 | $229K | Buy |
+2,500
| New | +$229K | 0.01% | 185 |
|
|
2018
Q2 | – | Sell |
-4,030
| Closed | -$217K | – | 229 |
|
|
2018
Q1 | $217K | Sell |
4,030
-75
| -2% | -$4.04K | 0.01% | 211 |
|
|
2017
Q4 | $215K | Buy |
+4,105
| New | +$215K | 0.01% | 218 |
|
|
2017
Q3 | – | Sell |
-4,535
| Closed | -$202K | – | 241 |
|
|
2017
Q2 | $202K | Buy |
+4,535
| New | +$202K | 0.01% | 224 |
|