DGS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $554K | Buy |
4,408
+77
| +2% | +$9.68K | 0.14% | 139 |
|
|
2024
Q3 | $451K | Buy |
4,331
+947
| +28% | +$98.7K | 0.12% | 165 |
|
|
2024
Q2 | $329K | Sell |
3,384
-223
| -6% | -$21.7K | 0.09% | 201 |
|
|
2024
Q1 | $340K | Buy |
3,607
+1,252
| +53% | +$118K | 0.1% | 191 |
|
|
2023
Q4 | $220K | Sell |
2,355
-415
| -15% | -$38.7K | 0.08% | 212 |
|
|
2023
Q3 | $226K | Sell |
2,770
-489
| -15% | -$39.9K | 0.11% | 191 |
|
|
2023
Q2 | $278K | Buy |
3,259
+2
| +0.1% | +$171 | 0.14% | 162 |
|
|
2023
Q1 | $286K | Buy |
3,257
+3
| +0.1% | +$263 | 0.16% | 148 |
|
|
2022
Q4 | $277K | Buy |
3,254
+6
| +0.2% | +$510 | 0.18% | 148 |
|
|
2022
Q3 | $257K | Buy |
3,248
+461
| +17% | +$36.4K | 0.17% | 136 |
|
|
2022
Q2 | $212K | Sell |
2,787
-349
| -11% | -$26.5K | 0.17% | 157 |
|
|
2022
Q1 | $274K | Sell |
3,136
-23
| -0.7% | -$2.01K | 0.17% | 133 |
|
|
2021
Q4 | $310K | Buy |
+3,159
| New | +$310K | 0.19% | 94 |
|