Bryn Mawr Capital Management’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 | $314K | Buy |
2,229
+211
| +10% | +$29.7K | 0.02% | 340 |
|
|
2025
Q1 | $235K | Buy |
2,018
+143
| +8% | +$16.7K | 0.01% | 351 |
|
|
2024
Q4 | $236K | Sell |
1,875
-52
| -3% | -$6.54K | 0.01% | 381 |
|
|
2024
Q3 | $201K | Buy |
+1,927
| New | +$201K | 0.01% | 399 |
|
|
2024
Q2 | – | Sell |
-2,148
| Closed | -$202K | – | 404 |
|
|
2024
Q1 | $202K | Buy |
+2,148
| New | +$202K | 0.01% | 390 |
|
|
2023
Q4 | – | Sell |
-2,544
| Closed | -$208K | – | 422 |
|
|
2023
Q3 | $208K | Buy |
+2,544
| New | +$208K | 0.01% | 369 |
|
|
2023
Q2 | – | Sell |
-3,345
| Closed | -$294K | – | 285 |
|
|
2023
Q1 | $294K | Sell |
3,345
-136
| -4% | -$11.9K | 0.03% | 235 |
|
|
2022
Q4 | $296K | Buy |
3,481
+134
| +4% | +$11.4K | 0.03% | 229 |
|
|
2022
Q3 | $264K | Sell |
3,347
-152
| -4% | -$12K | 0.09% | 121 |
|
|
2022
Q2 | $266K | Sell |
3,499
-16
| -0.5% | -$1.22K | 0.09% | 126 |
|
|
2022
Q1 | $307K | Buy |
+3,515
| New | +$307K | 0.09% | 124 |
|