Fulcrum 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
Q3
$487K Hold
2025
Q2
$432K Hold
2025
Q1
$358K Buy
2024
Q4
$367K Hold
2024
Q3
$304K Hold
2024
Q2
$284K Hold
2024
Q1
$275K Hold
2023
Q4
$272K Buy
2023
Q3
$225K Buy