Davis Capital Management’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 | $28.7K | Sell |
246
-22
| -8% | -$2.57K | 0.02% | 168 |
|
|
2024
Q4 | $33.7K | Hold |
268
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $27.9K | Buy |
268
+22
| +9% | +$2.29K | 0.02% | 176 |
|
|
2024
Q2 | $24.4K | Hold |
246
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $23K | Buy |
246
+141
| +134% | +$13.2K | 0.02% | 176 |
|
|
2023
Q4 | $9.79K | Buy |
+105
| New | +$9.79K | 0.01% | 213 |
|