Fort Point Capital Partners’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 | $1.26M | Sell |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $958K | Sell |
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|
2024
Q1 | $929K | Hold |
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|
2023
Q4 | $920K | Buy |
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|
2023
Q3 | $771K | Buy |
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|
2023
Q2 | $775K | Buy |
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|
2023
Q1 | $791K | Buy |
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|
2022
Q4 | $682K | Hold |
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|
2022
Q3 | $634K | Sell |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $716K | Sell |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | $730K | Hold |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $567K | Sell |
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|
2020
Q2 | $581K | Buy |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $428K | Hold |
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|
2019
Q3 | $357K | Hold |
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|
2019
Q2 | $366K | Sell |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $406K | Hold |
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|
2018
Q2 | $413K | Sell |
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|
2018
Q1 | $593K | Buy |
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|
2017
Q4 | $555K | Buy |
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|
2017
Q3 | $496K | Buy |
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