Castleview 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 | $426K | Sell |
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|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $188K | Buy |
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|
2023
Q3 | $132K | Buy |
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|
2023
Q2 | $137K | Sell |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $803 | Sell |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $300 | Buy |
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|
2021
Q2 | $18K | Buy |
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