Caldwell Sutter 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 | $135K | Sell |
955
-20
| -2% | -$2.82K | 0.06% | 248 |
|
|
2025
Q1 | $114K | Sell |
975
-69
| -7% | -$8.05K | 0.05% | 262 |
|
|
2024
Q4 | $131K | Buy |
1,044
+45
| +5% | +$5.66K | 0.06% | 249 |
|
|
2024
Q3 | $104K | Sell |
999
-30
| -3% | -$3.13K | 0.05% | 275 |
|
|
2024
Q2 | $100K | Sell |
1,029
-15
| -1% | -$1.46K | 0.05% | 275 |
|
|
2024
Q1 | $98.3K | Hold |
1,044
| – | – | 0.05% | 276 |
|
|
2023
Q4 | $97.4K | Buy |
1,044
+115
| +12% | +$10.7K | 0.05% | 272 |
|
|
2023
Q3 | $75.9K | Sell |
929
-40
| -4% | -$3.27K | 0.04% | 288 |
|
|
2023
Q2 | $82.8K | Buy |
969
+749
| +340% | +$64K | 0.04% | 277 |
|
|
2023
Q1 | $19.3K | Buy |
+220
| New | +$19.3K | 0.01% | 339 |
|