Bouvel Investment Partners’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.7M Sell
2024
Q4
$3.35M Buy
2024
Q3
$2.7M Buy
2024
Q2
$2.5M Sell
2024
Q1
$2.44M Buy
2023
Q4
$2.37M Buy
2023
Q3
$2.07M Buy
2023
Q2
$2.14M Buy
2021
Q1
Sell
2020
Q4
$8K Buy