Capital Advisors Inc’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 | $80.8M | Buy |
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|
2025
Q2 | $70.9M | Buy |
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|
2025
Q1 | $58.7M | Buy |
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|
2024
Q4 | $61.8M | Buy |
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|
2024
Q3 | $50.5M | Buy |
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|
2024
Q2 | $45.9M | Buy |
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|
2024
Q1 | $43.7M | Sell |
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|
2023
Q4 | $54.3M | Buy |
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|
2023
Q3 | $33.6M | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $239K | Buy |
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