Caption 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
Q2 | – | Sell |
|
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|
2025
Q1 | $1.19M | Buy |
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $790K | Sell |
|
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|
2022
Q2 | $2.93M | Buy |
|
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|
2022
Q1 | $2.62M | Sell |
|
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|
2021
Q4 | $3.93M | Sell |
|
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|
2021
Q3 | $5.33M | Buy |
|
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|
2021
Q2 | – | Hold |
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|
2020
Q4 | – | Hold |
|
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|
2020
Q3 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.54M | Buy |
|