Congress Park 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 | $458K | Buy |
3,250
+75
| +2% | +$10.6K | 0.15% | 81 |
|
|
2025
Q1 | $370K | Sell |
3,175
-150
| -5% | -$17.5K | 0.14% | 87 |
|
|
2024
Q4 | $418K | Sell |
3,325
-350
| -10% | -$44K | 0.15% | 88 |
|
|
2024
Q3 | $383K | Sell |
3,675
-3,479
| -49% | -$363K | 0.14% | 90 |
|
|
2024
Q2 | $695K | Sell |
7,154
-848
| -11% | -$82.4K | 0.28% | 65 |
|
|
2024
Q1 | $753K | Sell |
8,002
-1,498
| -16% | -$141K | 0.33% | 62 |
|
|
2023
Q4 | $886K | Buy |
9,500
+6,900
| +265% | +$643K | 0.43% | 55 |
|
|
2023
Q3 | $212K | Sell |
2,600
-50
| -2% | -$4.08K | 0.11% | 108 |
|
|
2023
Q2 | $226K | Hold |
2,650
| – | – | 0.11% | 119 |
|
|
2023
Q1 | $233K | Sell |
2,650
-200
| -7% | -$17.6K | 0.12% | 109 |
|
|
2022
Q4 | $242K | Buy |
2,850
+100
| +4% | +$8.5K | 0.14% | 115 |
|
|
2022
Q3 | $217K | Sell |
2,750
-50
| -2% | -$3.95K | 0.13% | 112 |
|
|
2022
Q2 | $213K | Buy |
+2,800
| New | +$213K | 0.13% | 118 |
|
|
2020
Q2 | – | Sell |
-10,600
| Closed | -$360K | – | 95 |
|
|
2020
Q1 | $360K | Buy |
10,600
+4,100
| +63% | +$139K | 0.32% | 56 |
|
|
2019
Q4 | $332K | Hold |
6,500
| – | – | 0.24% | 72 |
|
|
2019
Q3 | $277K | Sell |
6,500
-500
| -7% | -$21.3K | 0.23% | 75 |
|
|
2019
Q2 | $320K | Hold |
7,000
| – | – | 0.25% | 74 |
|
|
2019
Q1 | $295K | Hold |
7,000
| – | – | 0.26% | 75 |
|
|
2018
Q4 | $278K | Buy |
7,000
+500
| +8% | +$19.9K | 0.31% | 68 |
|
|
2018
Q3 | $303K | Hold |
6,500
| – | – | 0.27% | 80 |
|
|
2018
Q2 | $308K | Sell |
6,500
-701
| -10% | -$33.2K | 0.3% | 76 |
|
|
2018
Q1 | $389K | Buy |
7,201
+1
| +0% | +$54 | 0.4% | 61 |
|
|
2017
Q4 | $378K | Buy |
+7,200
| New | +$378K | 0.38% | 71 |
|