Capital Group Private Client Services’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
Q2
$24.6M Sell
2025
Q1
$20.9M Sell
2024
Q4
$28.7M Sell
2024
Q3
$24.2M Sell
2024
Q2
$22.9M Sell
2024
Q1
$22.5M Buy
2023
Q4
$6.87M Sell
2023
Q3
$8.82M Sell
2023
Q2
$9.42M Sell
2023
Q1
$9.72M Buy
2022
Q4
$7.08M Sell
2022
Q3
$6.7M Buy
2022
Q2
$6.17M Sell
2022
Q1
$7.12M Buy