Coastwise 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 |
-3,415
| Closed | -$429K | – | 127 |
|
|
2024
Q4 | $429K | Buy |
3,415
+20
| +0.6% | +$2.51K | 0.34% | 73 |
|
|
2024
Q3 | $354K | Buy |
+3,395
| New | +$354K | 0.29% | 85 |
|
|
2024
Q2 | – | Sell |
-2,174
| Closed | -$205K | – | 121 |
|
|
2024
Q1 | $205K | Sell |
2,174
-189
| -8% | -$17.8K | 0.19% | 118 |
|
|
2023
Q4 | $220K | Buy |
+2,363
| New | +$220K | 0.22% | 104 |
|