Forte 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 | $718K | Buy |
5,094
+537
| +12% | +$75.6K | 0.08% | 150 |
|
|
2025
Q1 | $532K | Sell |
4,557
-128
| -3% | -$14.9K | 0.06% | 168 |
|
|
2024
Q4 | $589K | Buy |
4,685
+130
| +3% | +$16.3K | 0.07% | 153 |
|
|
2024
Q3 | $475K | Sell |
4,555
-248
| -5% | -$25.9K | 0.05% | 173 |
|
|
2024
Q2 | $467K | Buy |
4,803
+463
| +11% | +$45K | 0.06% | 160 |
|
|
2024
Q1 | $409K | Buy |
4,340
+450
| +12% | +$42.4K | 0.05% | 172 |
|
|
2023
Q4 | $363K | Sell |
3,890
-50
| -1% | -$4.66K | 0.05% | 171 |
|
|
2023
Q3 | $322K | Buy |
3,940
+422
| +12% | +$34.5K | 0.05% | 165 |
|
|
2023
Q2 | $300K | Buy |
3,518
+13
| +0.4% | +$1.11K | 0.04% | 173 |
|
|
2023
Q1 | $308K | Buy |
3,505
+65
| +2% | +$5.71K | 0.05% | 168 |
|
|
2022
Q4 | $292K | Buy |
3,440
+626
| +22% | +$53.2K | 0.05% | 170 |
|
|
2022
Q3 | $222K | Buy |
+2,814
| New | +$222K | 0.04% | 175 |
|
|
2022
Q2 | – | Sell |
-2,221
| Closed | -$218K | – | 220 |
|
|
2022
Q1 | $218K | Sell |
2,221
-135
| -6% | -$13.3K | 0.03% | 218 |
|
|
2021
Q4 | $231K | Buy |
2,356
+20
| +0.9% | +$1.96K | 0.03% | 212 |
|
|
2021
Q3 | $227K | Buy |
+2,336
| New | +$227K | 0.03% | 204 |
|