Evergreen 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
Q2 | $1.81M | Buy |
12,880
+6,916
| +116% | +$974K | 0.05% | 279 |
|
|
2025
Q1 | $696K | Buy |
5,964
+535
| +10% | +$62.4K | 0.02% | 400 |
|
|
2024
Q4 | $683K | Buy |
5,429
+659
| +14% | +$82.9K | 0.02% | 414 |
|
|
2024
Q3 | $497K | Buy |
4,770
+47
| +1% | +$4.9K | 0.02% | 498 |
|
|
2024
Q2 | $459K | Buy |
4,723
+1,028
| +28% | +$99.9K | 0.02% | 493 |
|
|
2024
Q1 | $348K | Buy |
3,695
+691
| +23% | +$65.1K | 0.01% | 578 |
|
|
2023
Q4 | $280K | Sell |
3,004
-3,255
| -52% | -$304K | 0.01% | 623 |
|
|
2023
Q3 | $511K | Buy |
6,259
+1,158
| +23% | +$94.6K | 0.02% | 391 |
|
|
2023
Q2 | $436K | Sell |
5,101
-2,113
| -29% | -$180K | 0.02% | 427 |
|
|
2023
Q1 | $633K | Buy |
7,214
+464
| +7% | +$40.7K | 0.03% | 333 |
|
|
2022
Q4 | $574K | Buy |
6,750
+21
| +0.3% | +$1.79K | 0.03% | 349 |
|
|
2022
Q3 | $531K | Buy |
6,729
+2,390
| +55% | +$189K | 0.03% | 333 |
|
|
2022
Q2 | $330K | Sell |
4,339
-102
| -2% | -$7.76K | 0.02% | 405 |
|
|
2022
Q1 | $388K | Buy |
4,441
+231
| +5% | +$20.2K | 0.02% | 421 |
|
|
2021
Q4 | $413K | Sell |
4,210
-20
| -0.5% | -$1.96K | 0.02% | 405 |
|
|
2021
Q3 | $412K | Buy |
4,230
+300
| +8% | +$29.2K | 0.02% | 382 |
|
|
2021
Q2 | $360K | Buy |
3,930
+627
| +19% | +$57.4K | 0.02% | 380 |
|
|
2021
Q1 | $257K | Buy |
+3,303
| New | +$257K | 0.01% | 429 |
|
|
2020
Q1 | – | Sell |
-4,014
| Closed | -$205K | – | 447 |
|
|
2019
Q4 | $205K | Buy |
+4,014
| New | +$205K | 0.02% | 435 |
|