FC
Fulcrum Capital’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
3,066
| – | – | 0.09% | 68 |
|
|
2025
Q1 | $358K | Buy |
3,066
+145
| +5% | +$16.9K | 0.08% | 78 |
|
|
2024
Q4 | $367K | Hold |
2,921
| – | – | 0.08% | 85 |
|
|
2024
Q3 | $304K | Hold |
2,921
| – | – | 0.07% | 93 |
|
|
2024
Q2 | $284K | Hold |
2,921
| – | – | 0.06% | 93 |
|
|
2024
Q1 | $275K | Hold |
2,921
| – | – | 0.07% | 96 |
|
|
2023
Q4 | $272K | Buy |
2,921
+162
| +6% | +$15.1K | 0.07% | 95 |
|
|
2023
Q3 | $225K | Buy |
+2,759
| New | +$225K | 0.07% | 100 |
|