Carmel Capital Partners’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
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $964K | Buy |
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|
2024
Q2 | $872K | Buy |
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|
2024
Q1 | $816K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $172K | Buy |
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|
2023
Q2 | $136K | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $357K | Buy |
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