Byrne Asset 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 | $40K | Hold |
284
| – | – | 0.03% | 279 |
|
|
2025
Q1 | $33.1K | Sell |
284
-25
| -8% | -$2.92K | 0.02% | 280 |
|
|
2024
Q4 | $38.8K | Hold |
309
| – | – | 0.03% | 218 |
|
|
2024
Q3 | $32.2K | Hold |
309
| – | – | 0.02% | 242 |
|
|
2024
Q2 | $29.6K | Hold |
309
| – | – | 0.02% | 250 |
|
|
2024
Q1 | $29.1K | Hold |
309
| – | – | 0.02% | 250 |
|
|
2023
Q4 | $28.9K | Hold |
309
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $25K | Hold |
309
| – | – | 0.02% | 252 |
|
|
2023
Q2 | $26K | Hold |
309
| – | – | 0.02% | 300 |
|
|
2023
Q1 | $27K | Buy |
309
+59
| +24% | +$5.16K | 0.02% | 280 |
|
|
2022
Q4 | $21.3K | Hold |
250
| – | – | 0.02% | 317 |
|
|
2022
Q3 | $20K | Hold |
250
| – | – | 0.02% | 294 |
|
|
2022
Q2 | $19K | Hold |
250
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $22K | Hold |
250
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $25K | Buy |
+250
| New | +$25K | 0.02% | 272 |
|