Catalina Capital Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,514
| Closed | -$567K | – | 295 |
|
|
2024
Q4 | $567K | Buy |
4,514
+13
| +0.3% | +$1.63K | 0.19% | 109 |
|
|
2024
Q3 | $469K | Buy |
4,501
+199
| +5% | +$20.7K | 0.16% | 131 |
|
|
2024
Q2 | $418K | Buy |
4,302
+669
| +18% | +$65K | 0.16% | 137 |
|
|
2024
Q1 | $342K | Buy |
+3,633
| New | +$342K | 0.14% | 155 |
|