Cary Street Partners Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.64M | Sell |
25,341
-40
| -0.2% | -$4.17K | 0.35% | 72 |
|
|
2024
Q2 | $2.47M | Buy |
25,381
+4,876
| +24% | +$474K | 0.36% | 76 |
|
|
2024
Q1 | $1.93M | Buy |
+20,505
| New | +$1.93M | 0.3% | 86 |
|
|
2023
Q2 | – | Sell |
-171
| Closed | -$15K | – | 322 |
|
|
2023
Q1 | $15K | Hold |
171
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $14.5K | Sell |
171
-28
| -14% | -$2.38K | ﹤0.01% | 345 |
|
|
2022
Q3 | $16K | Buy |
+199
| New | +$16K | ﹤0.01% | 298 |
|