Castleview Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
2,982
+517
| +21% | +$72.8K | 0.27% | 90 |
|
|
2025
Q1 | $288K | Sell |
2,465
-105
| -4% | -$12.3K | 0.19% | 130 |
|
|
2024
Q4 | $321K | Buy |
2,570
+130
| +5% | +$16.2K | 0.17% | 141 |
|
|
2024
Q3 | $254K | Buy |
2,440
+109
| +5% | +$11.4K | 0.15% | 149 |
|
|
2024
Q2 | $227K | Sell |
2,331
-341
| -13% | -$33.1K | 0.13% | 158 |
|
|
2024
Q1 | $252K | Buy |
2,672
+654
| +32% | +$61.6K | 0.14% | 157 |
|
|
2023
Q4 | $188K | Buy |
2,018
+406
| +25% | +$37.9K | 0.13% | 141 |
|
|
2023
Q3 | $132K | Buy |
1,612
+11
| +0.7% | +$898 | 0.12% | 145 |
|
|
2023
Q2 | $137K | Sell |
1,601
-972
| -38% | -$83K | 0.12% | 148 |
|
|
2023
Q1 | $226K | Buy |
2,573
+176
| +7% | +$15.5K | 0.2% | 117 |
|
|
2022
Q4 | $204K | Sell |
2,397
-280
| -10% | -$23.8K | 0.2% | 118 |
|
|
2022
Q3 | $212K | Buy |
2,677
+2,660
| +15,647% | +$211K | 0.2% | 102 |
|
|
2022
Q2 | $803 | Sell |
17
-2,355
| -99% | -$111K | ﹤0.01% | 704 |
|
|
2022
Q1 | $207K | Sell |
2,372
-27,076
| -92% | -$2.36M | 0.13% | 157 |
|
|
2021
Q4 | $300 | Buy |
+29,448
| New | +$300 | ﹤0.01% | 606 |
|
|
2021
Q2 | $18K | Buy |
+200
| New | +$18K | 0.01% | 573 |
|