Bouvel Investment 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 | – | Sell |
-25,924
| Closed | -$2.7M | – | 86 |
|
|
2025
Q1 | $2.7M | Sell |
25,924
-687
| -3% | -$71.6K | 1.02% | 45 |
|
|
2024
Q4 | $3.35M | Buy |
26,611
+687
| +3% | +$86.4K | 1.21% | 33 |
|
|
2024
Q3 | $2.7M | Buy |
25,924
+153
| +0.6% | +$15.9K | 1.02% | 45 |
|
|
2024
Q2 | $2.5M | Sell |
25,771
-102
| -0.4% | -$9.91K | 0.97% | 45 |
|
|
2024
Q1 | $2.44M | Buy |
25,873
+475
| +2% | +$44.7K | 1.05% | 44 |
|
|
2023
Q4 | $2.37M | Buy |
25,398
+11
| +0% | +$1.03K | 1.11% | 41 |
|
|
2023
Q3 | $2.07M | Buy |
25,387
+336
| +1% | +$27.4K | 1.12% | 40 |
|
|
2023
Q2 | $2.14M | Buy |
+25,051
| New | +$2.14M | 1.17% | 41 |
|
|
2021
Q1 | – | Sell |
-116
| Closed | -$8K | – | 76 |
|
|
2020
Q4 | $8K | Buy |
+116
| New | +$8K | 0.01% | 68 |
|