Blue Fin 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
$418K Buy
+2,965
New +$418K 0.07% 108
2024
Q4
$373K Hold
2,965
0.07% 114
2024
Q3
$309K Hold
2,965
0.06% 120
2024
Q2
$288K Hold
2,965
0.06% 128
2024
Q1
$279K Hold
2,965
0.06% 125
2023
Q4
$276K Buy
+2,965
New +$276K 0.07% 124