Harvest Portfolios Group’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 | $28.7M | Buy |
204,014
+14,060
| +7% | +$1.98M | 0.67% | 45 |
|
|
2025
Q1 | $22.2M | Sell |
189,954
-1,769
| -0.9% | -$206K | 0.65% | 46 |
|
|
2024
Q4 | $24.1M | Sell |
191,723
-48,504
| -20% | -$6.1M | 0.8% | 41 |
|
|
2024
Q3 | $25M | Sell |
240,227
-8,844
| -4% | -$922K | 0.83% | 37 |
|
|
2024
Q2 | $24.2M | Sell |
249,071
-25,120
| -9% | -$2.44M | 0.93% | 36 |
|
|
2024
Q1 | $25.8M | Sell |
274,191
-8,384
| -3% | -$789K | 1.01% | 32 |
|
|
2023
Q4 | $26.4M | Buy |
282,575
+28,456
| +11% | +$2.65M | 1.12% | 28 |
|
|
2023
Q3 | $20.8M | Buy |
254,119
+5,309
| +2% | +$434K | 0.98% | 28 |
|
|
2023
Q2 | $21.2M | Buy |
248,810
+13,598
| +6% | +$1.16M | 0.97% | 31 |
|
|
2023
Q1 | $20.7M | Buy |
235,212
+523
| +0.2% | +$45.9K | 1.01% | 28 |
|
|
2022
Q4 | $20M | Buy |
+234,689
| New | +$20M | 1.15% | 29 |
|