BIP
Blueprint Investment Partners’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,823
| Closed | -$606K | – | 167 |
|
|
2024
Q4 | $606K | Buy |
4,823
+1,609
| +50% | +$202K | 0.1% | 110 |
|
|
2024
Q3 | $335K | Sell |
3,214
-2,077
| -39% | -$217K | 0.06% | 129 |
|
|
2024
Q2 | $514K | Sell |
5,291
-936
| -15% | -$91K | 0.11% | 81 |
|
|
2024
Q1 | $586K | Buy |
6,227
+3,432
| +123% | +$323K | 0.12% | 76 |
|
|
2023
Q4 | $261K | Buy |
+2,795
| New | +$261K | 0.07% | 110 |
|
|
2023
Q2 | – | Sell |
-8,428
| Closed | -$740K | – | 194 |
|
|
2023
Q1 | $740K | Sell |
8,428
-557
| -6% | -$48.9K | 0.17% | 78 |
|
|
2022
Q4 | $764K | Buy |
8,985
+5,275
| +142% | +$448K | 0.16% | 93 |
|
|
2022
Q3 | $293K | Buy |
+3,710
| New | +$293K | 0.08% | 103 |
|
|
2022
Q2 | – | Sell |
-2,813
| Closed | -$246K | – | 195 |
|
|
2022
Q1 | $246K | Sell |
2,813
-5,072
| -64% | -$444K | 0.06% | 148 |
|
|
2021
Q4 | $774K | Buy |
7,885
+2,028
| +35% | +$199K | 0.19% | 93 |
|
|
2021
Q3 | $570K | Buy |
+5,857
| New | +$570K | 0.28% | 58 |
|