Fort Point 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 | $1.24M | Sell |
8,788
-1,141
| -11% | -$161K | 0.09% | 120 |
|
|
2025
Q1 | $1.16M | Buy |
9,929
+18
| +0.2% | +$2.1K | 0.13% | 110 |
|
|
2024
Q4 | $1.25M | Buy |
9,911
+4
| +0% | +$503 | 0.14% | 103 |
|
|
2024
Q3 | $1.03M | Buy |
9,907
+45
| +0.5% | +$4.69K | 0.13% | 108 |
|
|
2024
Q2 | $958K | Sell |
9,862
-5
| -0.1% | -$486 | 0.12% | 116 |
|
|
2024
Q1 | $929K | Hold |
9,867
| – | – | 0.12% | 125 |
|
|
2023
Q4 | $920K | Buy |
9,867
+428
| +5% | +$39.9K | 0.13% | 103 |
|
|
2023
Q3 | $771K | Buy |
9,439
+362
| +4% | +$29.6K | 0.12% | 105 |
|
|
2023
Q2 | $775K | Buy |
9,077
+63
| +0.7% | +$5.38K | 0.11% | 109 |
|
|
2023
Q1 | $791K | Buy |
9,014
+993
| +12% | +$87.2K | 0.12% | 112 |
|
|
2022
Q4 | $682K | Hold |
8,021
| – | – | 0.11% | 122 |
|
|
2022
Q3 | $634K | Sell |
8,021
-175
| -2% | -$13.8K | 0.11% | 126 |
|
|
2022
Q2 | $623K | Hold |
8,196
| – | – | 0.1% | 132 |
|
|
2022
Q1 | $716K | Sell |
8,196
-16
| -0.2% | -$1.4K | 0.1% | 129 |
|
|
2021
Q4 | $806K | Sell |
8,212
-84
| -1% | -$8.25K | 0.11% | 114 |
|
|
2021
Q3 | $807K | Buy |
8,296
+330
| +4% | +$32.1K | 0.12% | 94 |
|
|
2021
Q2 | $730K | Hold |
7,966
| – | – | 0.13% | 75 |
|
|
2021
Q1 | $619K | Hold |
7,966
| – | – | 0.13% | 71 |
|
|
2020
Q4 | $546K | Sell |
7,966
-3,765
| -32% | -$258K | 0.13% | 73 |
|
|
2020
Q3 | $567K | Sell |
11,731
-300
| -2% | -$14.5K | 0.14% | 69 |
|
|
2020
Q2 | $581K | Buy |
12,031
+3,765
| +46% | +$182K | 0.18% | 57 |
|
|
2020
Q1 | $281K | Sell |
8,266
-97
| -1% | -$3.3K | 0.12% | 77 |
|
|
2019
Q4 | $428K | Hold |
8,363
| – | – | 0.15% | 74 |
|
|
2019
Q3 | $357K | Hold |
8,363
| – | – | 0.13% | 77 |
|
|
2019
Q2 | $366K | Sell |
8,363
-175
| -2% | -$7.66K | 0.14% | 69 |
|
|
2019
Q1 | $360K | Sell |
8,538
-182
| -2% | -$7.67K | 0.16% | 71 |
|
|
2018
Q4 | $346K | Hold |
8,720
| – | – | 0.14% | 91 |
|
|
2018
Q3 | $406K | Hold |
8,720
| – | – | 0.12% | 86 |
|
|
2018
Q2 | $413K | Sell |
8,720
-2,268
| -21% | -$107K | 0.14% | 72 |
|
|
2018
Q1 | $593K | Buy |
10,988
+414
| +4% | +$22.3K | 0.22% | 71 |
|
|
2017
Q4 | $555K | Buy |
10,574
+269
| +3% | +$14.1K | 0.26% | 62 |
|
|
2017
Q3 | $496K | Buy |
+10,305
| New | +$496K | 0.24% | 72 |
|