Berkeley Capital Partners’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 | $361K | Buy |
2,566
+101
| +4% | +$14.2K | 0.09% | 135 |
|
|
2025
Q1 | $288K | Sell |
2,465
-390
| -14% | -$45.5K | 0.08% | 140 |
|
|
2024
Q4 | $359K | Sell |
2,855
-12,336
| -81% | -$1.55M | 0.1% | 142 |
|
|
2024
Q3 | $1.58M | Buy |
15,191
+1,346
| +10% | +$140K | 0.45% | 43 |
|
|
2024
Q2 | $1.35M | Sell |
13,845
-304
| -2% | -$29.5K | 0.41% | 46 |
|
|
2024
Q1 | $1.33M | Buy |
14,149
+1,901
| +16% | +$179K | 0.41% | 47 |
|
|
2023
Q4 | $1.14M | Sell |
12,248
-1,370
| -10% | -$128K | 0.38% | 49 |
|
|
2023
Q3 | $1.11M | Sell |
13,618
-348
| -2% | -$28.4K | 0.4% | 50 |
|
|
2023
Q2 | $1.19M | Buy |
13,966
+2,604
| +23% | +$222K | 0.42% | 45 |
|
|
2023
Q1 | $998K | Sell |
11,362
-391
| -3% | -$34.3K | 0.37% | 52 |
|
|
2022
Q4 | $999K | Buy |
11,753
+441
| +4% | +$37.5K | 0.39% | 53 |
|
|
2022
Q3 | $894K | Buy |
11,312
+1,211
| +12% | +$95.7K | 0.39% | 52 |
|
|
2022
Q2 | $768K | Buy |
10,101
+2,238
| +28% | +$170K | 0.32% | 60 |
|
|
2022
Q1 | $687K | Buy |
7,863
+4,819
| +158% | +$421K | 0.27% | 74 |
|
|
2021
Q4 | $299K | Buy |
3,044
+397
| +15% | +$39K | 0.12% | 111 |
|
|
2021
Q3 | $258K | Sell |
2,647
-409
| -13% | -$39.9K | 0.12% | 112 |
|
|
2021
Q2 | $280K | Sell |
3,056
-67
| -2% | -$6.14K | 0.12% | 107 |
|
|
2021
Q1 | $243K | Buy |
+3,123
| New | +$243K | 0.12% | 109 |
|