Capital Group Investment Management’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
Q4 | – | Sell |
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|
2025
Q3 | $1.05M | Hold |
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|
2025
Q2 | $932K | Hold |
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|
2025
Q1 | $772K | Hold |
|
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|
2024
Q4 | $832K | Hold |
|
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|
2024
Q3 | $690K | Buy |
|
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|
2024
Q2 | $578K | Hold |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $967K | Hold |
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|
2023
Q3 | $847K | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $2.29M | Buy |
|