Colonial River Investments’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 |
-1,793
| Closed | -$225K | – | 242 |
|
|
2024
Q4 | $225K | Sell |
1,793
-402
| -18% | -$50.5K | 0.11% | 183 |
|
|
2024
Q3 | $229K | Sell |
2,195
-1,924
| -47% | -$201K | 0.11% | 191 |
|
|
2024
Q2 | $400K | Sell |
4,119
-998
| -20% | -$97K | 0.22% | 96 |
|
|
2024
Q1 | $482K | Buy |
5,117
+839
| +20% | +$79K | 0.27% | 85 |
|
|
2023
Q4 | $399K | Sell |
4,278
-709
| -14% | -$66.1K | 0.24% | 121 |
|
|
2023
Q3 | $407K | Buy |
+4,987
| New | +$407K | 0.27% | 99 |
|
|
2022
Q2 | – | Sell |
-2,413
| Closed | -$211K | – | 216 |
|
|
2022
Q1 | $211K | Buy |
+2,413
| New | +$211K | 0.12% | 195 |
|