Evergreen Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.96M | Sell |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $696K | Buy |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $497K | Buy |
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $413K | Sell |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
|