Coppell Advisory Solutions’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 | – | Sell |
-4,916
| Closed | -$2.2M | – | 408 |
|
|
2025
Q1 | $2.2M | Buy |
4,916
+4,006
| +440% | +$1.79M | 0.3% | 66 |
|
|
2024
Q4 | $115K | Buy |
910
+255
| +39% | +$32.2K | 0.02% | 395 |
|
|
2024
Q3 | $68.2K | Sell |
655
-551
| -46% | -$57.4K | 0.01% | 471 |
|
|
2024
Q2 | $117K | Buy |
+1,206
| New | +$117K | 0.02% | 348 |
|
|
2023
Q4 | $144K | Buy |
1,540
+1,140
| +285% | +$106K | 0.03% | 303 |
|
|
2023
Q3 | $34K | Sell |
400
-353
| -47% | -$30K | 0.01% | 413 |
|
|
2023
Q2 | $64.2K | Buy |
+753
| New | +$64.2K | 0.02% | 316 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$34K | – | 740 |
|
|
2022
Q4 | $34K | Buy |
+400
| New | +$34K | 0.01% | 416 |
|