Berkeley Capital Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $412K | Buy |
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|
2025
Q2 | $361K | Buy |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.19M | Buy |
|
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|
2023
Q1 | $998K | Sell |
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|
2022
Q4 | $999K | Buy |
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|
2022
Q3 | $894K | Buy |
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|
2022
Q2 | $768K | Buy |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $243K | Buy |
|