CAAS 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
Q1 | $2.83M | Buy |
24,235
+18,385
| +314% | +$2.14M | 0.3% | 21 |
|
2024
Q4 | $735K | Buy |
+5,850
| New | +$735K | 0.13% | 40 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 189 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 205 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 265 |
|
2023
Q4 | – | Sell |
-54,554
| Closed | -$4.46M | – | 309 |
|
2023
Q3 | $4.46M | Buy |
+54,554
| New | +$4.46M | 0.29% | 23 |
|
2023
Q2 | – | Sell |
-43,994
| Closed | -$3.86M | – | 388 |
|
2023
Q1 | $3.86M | Buy |
43,994
+21,294
| +94% | +$1.87M | 0.21% | 18 |
|
2022
Q4 | $1.93M | Buy |
+22,700
| New | +$1.93M | 0.12% | 46 |
|
2022
Q3 | – | Sell |
-22,157
| Closed | -$1.69M | – | 582 |
|
2022
Q2 | $1.69M | Buy |
+22,157
| New | +$1.69M | 0.08% | 90 |
|
2022
Q1 | – | Sell |
-6,150
| Closed | -$604K | – | 532 |
|
2021
Q4 | $604K | Sell |
6,150
-59,580
| -91% | -$5.85M | 0.01% | 210 |
|
2021
Q3 | $6.4M | Buy |
+65,730
| New | +$6.4M | 0.13% | 57 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 863 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 913 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 551 |
|