Cunning Capital Partners’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 | $8.25M | Hold |
58,541
| – | – | 4.3% | 4 |
|
|
2025
Q1 | $6.83M | Sell |
58,541
-337
| -0.6% | -$39.3K | 4.35% | 4 |
|
|
2024
Q4 | $7.4M | Hold |
58,878
| – | – | 4.44% | 3 |
|
|
2024
Q3 | $6.14M | Hold |
58,878
| – | – | 3.21% | 4 |
|
|
2024
Q2 | $5.72M | Hold |
58,878
| – | – | 3.2% | 4 |
|
|
2024
Q1 | $5.54M | Buy |
58,878
+23,400
| +66% | +$2.2M | 3.07% | 4 |
|
|
2023
Q4 | $3.31M | Hold |
35,478
| – | – | 2.06% | 7 |
|
|
2023
Q3 | $2.9M | Buy |
+35,478
| New | +$2.9M | 1.91% | 7 |
|
|
2023
Q2 | – | Sell |
-19,870
| Closed | -$1.75M | – | 10 |
|
|
2023
Q1 | $1.75M | Hold |
19,870
| – | – | 1.19% | 33 |
|
|
2022
Q4 | $1.69M | Hold |
19,870
| – | – | 1.2% | 26 |
|
|
2022
Q3 | $1.57M | Hold |
19,870
| – | – | 1.24% | 26 |
|
|
2022
Q2 | $1.51M | Buy |
+19,870
| New | +$1.51M | 1.17% | 33 |
|