GFG 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 | $591K | Sell |
4,198
-149
| -3% | -$21K | 0.18% | 53 |
|
|
2025
Q1 | $507K | Sell |
4,347
-16
| -0.4% | -$1.87K | 0.15% | 71 |
|
|
2024
Q4 | $549K | Buy |
+4,363
| New | +$549K | 0.15% | 65 |
|
|
2024
Q3 | – | Sell |
-4,400
| Closed | -$428K | – | 115 |
|
|
2024
Q2 | $428K | Sell |
4,400
-6,447
| -59% | -$627K | 0.11% | 79 |
|
|
2024
Q1 | $1.02M | Sell |
10,847
-43
| -0.4% | -$4.05K | 0.26% | 49 |
|
|
2023
Q4 | $1.02M | Sell |
10,890
-634
| -6% | -$59.1K | 0.27% | 57 |
|
|
2023
Q3 | $941K | Buy |
11,524
+221
| +2% | +$18K | 0.3% | 49 |
|
|
2023
Q2 | $965K | Sell |
11,303
-16
| -0.1% | -$1.37K | 0.18% | 47 |
|
|
2023
Q1 | $962K | Buy |
11,319
+6
| +0.1% | +$510 | 0.21% | 50 |
|
|
2022
Q4 | $962K | Buy |
11,313
+41
| +0.4% | +$3.49K | 0.15% | 53 |
|
|
2022
Q3 | $891K | Hold |
11,272
| – | – | 0.29% | 50 |
|
|
2022
Q2 | $857K | Buy |
11,272
+14
| +0.1% | +$1.06K | 0.26% | 47 |
|
|
2022
Q1 | $984K | Hold |
11,258
| – | – | 0.29% | 50 |
|
|
2021
Q4 | $1.11M | Sell |
11,258
-23
| -0.2% | -$2.26K | 0.33% | 58 |
|
|
2021
Q3 | $1.1M | Buy |
11,281
+13
| +0.1% | +$1.27K | 0.35% | 50 |
|
|
2021
Q2 | $1.03M | Sell |
11,268
-57
| -0.5% | -$5.23K | 0.31% | 49 |
|
|
2021
Q1 | $879K | Buy |
11,325
+16
| +0.1% | +$1.24K | 0.3% | 51 |
|
|
2020
Q4 | $775K | Hold |
11,309
| – | – | 0.25% | 54 |
|
|
2020
Q3 | $547K | Hold |
11,309
| – | – | 0.21% | 62 |
|
|
2020
Q2 | $546K | Sell |
11,309
-391
| -3% | -$18.9K | 0.23% | 62 |
|
|
2020
Q1 | $398K | Buy |
11,700
+165
| +1% | +$5.61K | 0.2% | 55 |
|
|
2019
Q4 | $590K | Buy |
+11,535
| New | +$590K | 0.25% | 42 |
|