Capital Group Investment 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
Q2 | $932K | Hold |
6,616
| – | – | 0.17% | 115 |
|
|
2025
Q1 | $772K | Hold |
6,616
| – | – | 0.16% | 116 |
|
|
2024
Q4 | $832K | Hold |
6,616
| – | – | 0.16% | 115 |
|
|
2024
Q3 | $690K | Buy |
6,616
+673
| +11% | +$70.2K | 0.14% | 120 |
|
|
2024
Q2 | $578K | Hold |
5,943
| – | – | 0.12% | 124 |
|
|
2024
Q1 | $560K | Sell |
5,943
-4,422
| -43% | -$416K | 0.1% | 166 |
|
|
2023
Q4 | $967K | Hold |
10,365
| – | – | 0.1% | 152 |
|
|
2023
Q3 | $847K | Sell |
10,365
-8,467
| -45% | -$692K | 0.06% | 148 |
|
|
2023
Q2 | $1.61M | Sell |
18,832
-4,300
| -19% | -$367K | 0.08% | 132 |
|
|
2023
Q1 | $2.03M | Sell |
23,132
-3,819
| -14% | -$335K | 0.11% | 120 |
|
|
2022
Q4 | $2.29M | Buy |
+26,951
| New | +$2.29M | 0.09% | 121 |
|