Capital Square’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 | $283K | Hold |
1,986
| – | – | 0.15% | 148 |
|
|
2025
Q1 | $232K | Sell |
1,986
-110
| -5% | -$12.8K | 0.14% | 155 |
|
|
2024
Q4 | $289K | Sell |
2,096
-3,251
| -61% | -$448K | 0.16% | 135 |
|
|
2024
Q3 | $557K | Sell |
5,347
-412
| -7% | -$42.9K | 0.34% | 88 |
|
|
2024
Q2 | $590K | Hold |
5,759
| – | – | 0.38% | 79 |
|
|
2024
Q1 | $542K | Hold |
5,759
| – | – | 0.38% | 73 |
|
|
2023
Q4 | $537K | Buy |
+5,759
| New | +$537K | 0.61% | 49 |
|