Breed's Hill Capital’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
$735K Buy
5,217
+21
+0.4% +$2.96K 0.35% 44
2025
Q1
$606K Sell
5,196
-43
-0.8% -$5.02K 0.33% 47
2024
Q4
$659K Buy
5,239
+3,199
+157% +$402K 0.34% 44
2024
Q3
$213K Sell
2,040
-19
-0.9% -$1.98K 0.17% 96
2024
Q2
$200K Buy
+2,059
New +$200K 0.18% 92