Caldwell Sutter Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $152K | Hold |
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|
2025
Q2 | $135K | Sell |
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|
2025
Q1 | $114K | Sell |
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|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | $104K | Sell |
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|
2024
Q2 | $100K | Sell |
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|
2024
Q1 | $98.3K | Hold |
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|
2023
Q4 | $97.4K | Buy |
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|
2023
Q3 | $75.9K | Sell |
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|
2023
Q2 | $82.8K | Buy |
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|
2023
Q1 | $19.3K | Buy |
|