Graypoint LLC’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 | $1.18M | Buy |
8,389
+1,260
| +18% | +$177K | 0.07% | 189 |
|
|
2025
Q1 | $832K | Buy |
7,129
+72
| +1% | +$8.4K | 0.05% | 228 |
|
|
2024
Q4 | $887K | Buy |
7,057
+424
| +6% | +$53.3K | 0.05% | 212 |
|
|
2024
Q3 | $691K | Buy |
6,633
+487
| +8% | +$50.8K | 0.04% | 245 |
|
|
2024
Q2 | $597K | Buy |
6,146
+856
| +16% | +$83.2K | 0.04% | 242 |
|
|
2024
Q1 | $498K | Sell |
5,290
-315
| -6% | -$29.7K | 0.04% | 286 |
|
|
2023
Q4 | $523K | Sell |
5,605
-1,093
| -16% | -$102K | 0.04% | 252 |
|
|
2023
Q3 | $547K | Buy |
6,698
+647
| +11% | +$52.8K | 0.05% | 220 |
|
|
2023
Q2 | $517K | Sell |
6,051
-1,440
| -19% | -$123K | 0.05% | 208 |
|
|
2023
Q1 | $658K | Buy |
7,491
+889
| +13% | +$78.1K | 0.07% | 174 |
|
|
2022
Q4 | $561K | Buy |
6,602
+528
| +9% | +$44.9K | 0.07% | 176 |
|
|
2022
Q3 | $480K | Buy |
6,074
+1,146
| +23% | +$90.6K | 0.06% | 191 |
|
|
2022
Q2 | $375K | Buy |
4,928
+965
| +24% | +$73.4K | 0.05% | 215 |
|
|
2022
Q1 | $346K | Buy |
3,963
+122
| +3% | +$10.7K | 0.03% | 254 |
|
|
2021
Q4 | $377K | Buy |
3,841
+525
| +16% | +$51.5K | 0.04% | 228 |
|
|
2021
Q3 | $323K | Sell |
3,316
-244
| -7% | -$23.8K | 0.04% | 211 |
|
|
2021
Q2 | $326K | Buy |
3,560
+236
| +7% | +$21.6K | 0.04% | 197 |
|
|
2021
Q1 | $258K | Buy |
3,324
+125
| +4% | +$9.7K | 0.04% | 210 |
|
|
2020
Q4 | $219K | Buy |
+3,199
| New | +$219K | 0.04% | 204 |
|