Capstone Financial Advisors’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 | $222K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $209K | Buy |
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