Chicago Capital’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 | $264K | Hold |
1,875
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $219K | Sell |
1,875
-442
| -19% | -$51.6K | 0.01% | 326 |
|
|
2024
Q4 | $291K | Buy |
+2,317
| New | +$291K | 0.01% | 277 |
|
|
2022
Q1 | – | Sell |
-2,262
| Closed | -$222K | – | 263 |
|
|
2021
Q4 | $222K | Hold |
2,262
| – | – | 0.01% | 237 |
|
|
2021
Q3 | $220K | Buy |
+2,262
| New | +$220K | 0.01% | 233 |
|