BCM
BluePath Capital Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
10,732
+1,022
| +11% | +$144K | 0.74% | 34 |
|
|
2025
Q1 | $1.13M | Sell |
9,710
-242
| -2% | -$28.2K | 0.66% | 38 |
|
|
2024
Q4 | $1.23M | Buy |
9,952
+1,352
| +16% | +$168K | 0.66% | 32 |
|
|
2024
Q3 | $896K | Buy |
8,600
+1,381
| +19% | +$144K | 0.55% | 45 |
|
|
2024
Q2 | $702K | Buy |
7,219
+2,152
| +42% | +$209K | 0.49% | 57 |
|
|
2024
Q1 | $477K | Buy |
5,067
+1,134
| +29% | +$107K | 0.36% | 71 |
|
|
2023
Q4 | $360K | Buy |
3,933
+1,213
| +45% | +$111K | 0.31% | 75 |
|
|
2023
Q3 | $222K | Buy |
+2,720
| New | +$222K | 0.2% | 89 |
|