CVA Family Office’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 | $1.11M | Buy |
7,896
+400
| +5% | +$56.3K | 0.16% | 97 |
|
|
2025
Q1 | $875K | Buy |
7,496
+259
| +4% | +$30.2K | 0.13% | 106 |
|
|
2024
Q4 | $910K | Buy |
7,237
+4,643
| +179% | +$584K | 0.14% | 96 |
|
|
2024
Q3 | $270K | Sell |
2,594
-69
| -3% | -$7.19K | 0.04% | 217 |
|
|
2024
Q2 | $259K | Buy |
2,663
+54
| +2% | +$5.25K | 0.05% | 207 |
|
|
2024
Q1 | $246K | Buy |
2,609
+32
| +1% | +$3.01K | 0.04% | 212 |
|
|
2023
Q4 | $240K | Sell |
2,577
-2,452
| -49% | -$229K | 0.05% | 209 |
|
|
2023
Q3 | $411K | Sell |
5,029
-292
| -5% | -$23.8K | 0.09% | 134 |
|
|
2023
Q2 | $454K | Sell |
5,321
-29
| -0.5% | -$2.48K | 0.1% | 128 |
|
|
2023
Q1 | $470K | Buy |
5,350
+326
| +6% | +$28.6K | 0.1% | 128 |
|
|
2022
Q4 | $427K | Sell |
5,024
-154
| -3% | -$13.1K | 0.1% | 125 |
|
|
2022
Q3 | $409K | Buy |
5,178
+1,185
| +30% | +$93.6K | 0.11% | 117 |
|
|
2022
Q2 | $304K | Buy |
3,993
+995
| +33% | +$75.8K | 0.08% | 124 |
|
|
2022
Q1 | $262K | Buy |
2,998
+200
| +7% | +$17.5K | 0.06% | 151 |
|
|
2021
Q4 | $275K | Buy |
2,798
+1,576
| +129% | +$155K | 0.07% | 144 |
|
|
2021
Q3 | $59K | Sell |
1,222
-1,616
| -57% | -$78K | 0.04% | 165 |
|
|
2021
Q2 | $260K | Buy |
2,838
+1,207
| +74% | +$111K | 0.07% | 135 |
|
|
2021
Q1 | $127K | Buy |
1,631
+534
| +49% | +$41.6K | 0.05% | 156 |
|
|
2020
Q4 | $75K | Sell |
1,097
-125
| -10% | -$8.55K | 0.05% | 151 |
|
|
2020
Q3 | $59K | Sell |
1,222
-150
| -11% | -$7.24K | 0.04% | 165 |
|
|
2020
Q2 | $66K | Buy |
+1,372
| New | +$66K | 0.05% | 140 |
|