Close Asset Management’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 | $92K | Buy |
650
+450
| +225% | +$63.7K | ﹤0.01% | 149 |
|
|
2025
Q1 | $23K | Hold |
200
| – | – | ﹤0.01% | 185 |
|
|
2024
Q4 | $25K | Hold |
200
| – | – | ﹤0.01% | 182 |
|
|
2024
Q3 | $21K | Buy |
+200
| New | +$21K | ﹤0.01% | 197 |
|
|
2021
Q3 | – | Sell |
-340
| Closed | -$31K | – | 215 |
|
|
2021
Q2 | $31K | Hold |
340
| – | – | ﹤0.01% | 143 |
|
|
2021
Q1 | $26K | Buy |
+340
| New | +$26K | ﹤0.01% | 152 |
|
|
2017
Q1 | – | Sell |
-1,400
| Closed | -$59K | – | 213 |
|
|
2016
Q4 | $59K | Buy |
+1,400
| New | +$59K | 0.01% | 96 |
|