Fidelis Capital Partners’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 | $4.17M | Buy |
29,481
+907
| +3% | +$128K | 0.38% | 56 |
|
|
2025
Q1 | $3.31M | Sell |
28,574
-170
| -0.6% | -$19.7K | 0.35% | 58 |
|
|
2024
Q4 | $3.94M | Buy |
28,744
+1,605
| +6% | +$220K | 0.39% | 52 |
|
|
2024
Q3 | $3.21M | Buy |
27,139
+120
| +0.4% | +$14.2K | 0.38% | 51 |
|
|
2024
Q2 | $2.49M | Buy |
27,019
+448
| +2% | +$41.3K | 0.35% | 51 |
|
|
2024
Q1 | $2.5M | Buy |
26,571
+4,971
| +23% | +$468K | 0.38% | 52 |
|
|
2023
Q4 | $2.01M | Buy |
21,600
+8,024
| +59% | +$748K | 0.45% | 48 |
|
|
2023
Q3 | $1.11M | Buy |
13,576
+266
| +2% | +$21.7K | 0.38% | 61 |
|
|
2023
Q2 | $1.14M | Buy |
13,310
+451
| +4% | +$38.5K | 0.41% | 61 |
|
|
2023
Q1 | $1.09M | Buy |
12,859
+9,956
| +343% | +$845K | 0.46% | 56 |
|
|
2022
Q4 | $254K | Buy |
+2,903
| New | +$254K | 0.3% | 95 |
|