Capital Group Private Client Services’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 | $24.6M | Sell |
174,626
-4,787
| -3% | -$674K | 0.21% | 105 |
|
|
2025
Q1 | $20.9M | Sell |
179,413
-49,257
| -22% | -$5.75M | 0.2% | 104 |
|
|
2024
Q4 | $28.7M | Sell |
228,670
-3,260
| -1% | -$410K | 0.26% | 91 |
|
|
2024
Q3 | $24.2M | Sell |
231,930
-3,776
| -2% | -$394K | 0.23% | 106 |
|
|
2024
Q2 | $22.9M | Sell |
235,706
-3,133
| -1% | -$304K | 0.23% | 109 |
|
|
2024
Q1 | $22.5M | Buy |
238,839
+165,204
| +224% | +$15.6M | 0.23% | 107 |
|
|
2023
Q4 | $6.87M | Sell |
73,635
-34,332
| -32% | -$3.2M | 0.07% | 153 |
|
|
2023
Q3 | $8.82M | Sell |
107,967
-2,372
| -2% | -$194K | 0.11% | 136 |
|
|
2023
Q2 | $9.42M | Sell |
110,339
-334
| -0.3% | -$28.5K | 0.11% | 131 |
|
|
2023
Q1 | $9.72M | Buy |
110,673
+27,363
| +33% | +$2.4M | 0.12% | 130 |
|
|
2022
Q4 | $7.08M | Sell |
83,310
-1,524
| -2% | -$130K | 0.09% | 143 |
|
|
2022
Q3 | $6.7M | Buy |
84,834
+3,712
| +5% | +$293K | 0.09% | 145 |
|
|
2022
Q2 | $6.17M | Sell |
81,122
-321
| -0.4% | -$24.4K | 0.08% | 152 |
|
|
2022
Q1 | $7.12M | Buy |
+81,443
| New | +$7.12M | 0.08% | 154 |
|