Breakwater Capital Group’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
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $952K | Sell |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $744K | Buy |
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|
2024
Q1 | $719K | Sell |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $343K | Buy |
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