Catalyst Financial 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 | $1.03M | Buy |
7,287
+413
| +6% | +$58.2K | 0.11% | 77 |
|
|
2025
Q1 | $802K | Buy |
6,874
+139
| +2% | +$16.2K | 0.15% | 87 |
|
|
2024
Q4 | $847K | Buy |
6,735
+90
| +1% | +$11.3K | 0.16% | 77 |
|
|
2024
Q3 | $693K | Buy |
6,645
+368
| +6% | +$38.4K | 0.14% | 98 |
|
|
2024
Q2 | $610K | Buy |
6,277
+272
| +5% | +$26.4K | 0.13% | 100 |
|
|
2024
Q1 | $541K | Buy |
6,005
+180
| +3% | +$16.2K | 0.14% | 97 |
|
|
2023
Q4 | $543K | Buy |
5,825
+160
| +3% | +$14.9K | 0.15% | 88 |
|
|
2023
Q3 | $463K | Buy |
5,665
+438
| +8% | +$35.8K | 0.15% | 101 |
|
|
2023
Q2 | $446K | Buy |
5,227
+543
| +12% | +$46.4K | 0.16% | 95 |
|
|
2023
Q1 | $411K | Buy |
4,684
+1,284
| +38% | +$113K | 0.18% | 85 |
|
|
2022
Q4 | $289K | Buy |
+3,400
| New | +$289K | 0.15% | 113 |
|