Forte Capital’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
Q2 | $718K | Buy |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $467K | Buy |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $227K | Buy |
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