Hamilton 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 | $899K | Sell |
6,385
-2
| -0% | -$282 | 0.05% | 42 |
|
|
2025
Q1 | $745K | Buy |
6,387
+63
| +1% | +$7.35K | 0.05% | 48 |
|
|
2024
Q4 | $795K | Sell |
6,324
-3,385
| -35% | -$426K | 0.06% | 46 |
|
|
2024
Q3 | $1.13M | Buy |
9,709
+371
| +4% | +$43.1K | 0.08% | 33 |
|
|
2024
Q2 | $908K | Sell |
9,338
-1,722
| -16% | -$167K | 0.07% | 34 |
|
|
2024
Q1 | $1.04M | Buy |
11,060
+227
| +2% | +$21.4K | 0.08% | 34 |
|
|
2023
Q4 | $1.01M | Buy |
10,833
+726
| +7% | +$67.7K | 0.08% | 31 |
|
|
2023
Q3 | $825K | Buy |
10,107
+386
| +4% | +$31.5K | 0.06% | 34 |
|
|
2023
Q2 | $830K | Buy |
9,721
+1,078
| +12% | +$92.1K | 0.06% | 36 |
|
|
2023
Q1 | $759K | Buy |
8,643
+3,474
| +67% | +$305K | 0.05% | 34 |
|
|
2022
Q4 | $439K | Buy |
5,169
+1,381
| +36% | +$117K | 0.03% | 65 |
|
|
2022
Q3 | $299K | Sell |
3,788
-1,386
| -27% | -$109K | 0.02% | 65 |
|
|
2022
Q2 | $394K | Hold |
5,174
| – | – | 0.02% | 56 |
|
|
2022
Q1 | $452K | Buy |
5,174
+530
| +11% | +$46.3K | 0.03% | 55 |
|
|
2021
Q4 | $456K | Hold |
4,644
| – | – | 0.04% | 75 |
|
|
2021
Q3 | $452K | Buy |
4,644
+1,500
| +48% | +$146K | 0.04% | 37 |
|
|
2021
Q2 | $288K | Buy |
3,144
+15
| +0.5% | +$1.37K | 0.03% | 39 |
|
|
2021
Q1 | $243K | Hold |
3,129
| – | – | 0.03% | 41 |
|
|
2020
Q4 | $214K | Buy |
+3,129
| New | +$214K | 0.04% | 43 |
|