Canopy Partners’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 | $736K | Sell |
5,224
-202
| -4% | -$28.5K | 0.27% | 73 |
|
|
2025
Q1 | $633K | Buy |
5,426
+17
| +0.3% | +$1.98K | 0.25% | 84 |
|
|
2024
Q4 | $680K | Buy |
5,409
+15
| +0.3% | +$1.89K | 0.26% | 85 |
|
|
2024
Q3 | $562K | Buy |
5,394
+10
| +0.2% | +$1.04K | 0.24% | 89 |
|
|
2024
Q2 | $523K | Buy |
5,384
+27
| +0.5% | +$2.62K | 0.24% | 90 |
|
|
2024
Q1 | $504K | Buy |
5,357
+1,210
| +29% | +$114K | 0.25% | 90 |
|
|
2023
Q4 | $387K | Buy |
+4,147
| New | +$387K | 0.24% | 92 |
|