Hall Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,426
| Closed | -$305K | – | 101 |
|
|
2024
Q4 | $305K | Buy |
+2,426
| New | +$305K | 0.14% | 84 |
|
|
2024
Q2 | $236K | Hold |
2,426
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $228K | Hold |
2,426
| – | – | 0.11% | 95 |
|
|
2023
Q4 | $226K | Buy |
+2,426
| New | +$226K | 0.13% | 89 |
|
|
2023
Q3 | – | Sell |
-2,426
| Closed | -$207K | – | 92 |
|
|
2023
Q2 | $207K | Sell |
2,426
-64
| -3% | -$5.47K | 0.12% | 90 |
|
|
2023
Q1 | $219K | Hold |
2,490
| – | – | 0.13% | 91 |
|
|
2022
Q4 | $212K | Buy |
+2,490
| New | +$212K | 0.13% | 89 |
|
|
2022
Q2 | – | Sell |
-2,490
| Closed | -$218K | – | 97 |
|
|
2022
Q1 | $218K | Hold |
2,490
| – | – | 0.13% | 94 |
|
|
2021
Q4 | $244K | Sell |
2,490
-444
| -15% | -$43.5K | 0.14% | 91 |
|
|
2021
Q3 | $286K | Sell |
2,934
-5
| -0.2% | -$487 | 0.18% | 85 |
|
|
2021
Q2 | $269K | Buy |
+2,939
| New | +$269K | 0.17% | 88 |
|