Chatham 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
Q2 | $1.94M | Sell |
13,801
-4,025
| -23% | -$567K | 0.3% | 92 |
|
|
2025
Q1 | $2.08M | Sell |
17,826
-2,045
| -10% | -$239K | 0.35% | 86 |
|
|
2024
Q4 | $2.5M | Buy |
19,871
+655
| +3% | +$82.3K | 0.41% | 76 |
|
|
2024
Q3 | $2M | Sell |
19,216
-50
| -0.3% | -$5.21K | 0.33% | 88 |
|
|
2024
Q2 | $1.87M | Buy |
19,266
+3,810
| +25% | +$370K | 0.33% | 89 |
|
|
2024
Q1 | $1.46M | Buy |
15,456
+1,975
| +15% | +$186K | 0.27% | 98 |
|
|
2023
Q4 | $1.26M | Buy |
13,481
+1,560
| +13% | +$145K | 0.25% | 103 |
|
|
2023
Q3 | $974K | Buy |
11,921
+7,120
| +148% | +$582K | 0.22% | 116 |
|
|
2023
Q2 | $410K | Buy |
4,801
+2,010
| +72% | +$172K | 0.09% | 150 |
|
|
2023
Q1 | $245K | Buy |
+2,791
| New | +$245K | 0.05% | 176 |
|