FORA Capital’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 | – | Sell |
-48,250
| Closed | -$5.63M | – | 633 |
|
|
2025
Q1 | $5.63M | Buy |
+48,250
| New | +$5.63M | 0.57% | 40 |
|
|
2024
Q4 | – | Sell |
-23,740
| Closed | -$2.47M | – | 521 |
|
|
2024
Q3 | $2.47M | Buy |
+23,740
| New | +$2.47M | 0.29% | 102 |
|
|
2024
Q1 | – | Sell |
-7,537
| Closed | -$703K | – | 514 |
|
|
2023
Q4 | $703K | Sell |
7,537
-86,914
| -92% | -$8.1M | 0.06% | 292 |
|
|
2023
Q3 | $7.71M | Buy |
+94,451
| New | +$7.71M | 0.68% | 35 |
|
|
2023
Q2 | – | Sell |
-78,131
| Closed | -$6.86M | – | 521 |
|
|
2023
Q1 | $6.86M | Buy |
78,131
+24,343
| +45% | +$2.14M | 0.69% | 36 |
|
|
2022
Q4 | $4.57M | Buy |
+53,788
| New | +$4.57M | 0.74% | 29 |
|
|
2022
Q3 | – | Sell |
-23,809
| Closed | -$1.81M | – | 510 |
|
|
2022
Q2 | $1.81M | Buy |
+23,809
| New | +$1.81M | 0.36% | 86 |
|
|
2020
Q2 | – | Sell |
-45,977
| Closed | -$1.56M | – | 1153 |
|
|
2020
Q1 | $1.56M | Buy |
+45,977
| New | +$1.56M | 0.34% | 65 |
|