Helios 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 |
-11,300
| Closed | -$1.42M | – | 38 |
|
|
2024
Q4 | $1.42M | Hold |
11,300
| – | – | 0.83% | 23 |
|
|
2024
Q3 | $1.18M | Hold |
11,300
| – | – | 0.73% | 30 |
|
|
2024
Q2 | $1.1M | Hold |
11,300
| – | – | 0.72% | 29 |
|
|
2024
Q1 | $1.06M | Hold |
11,300
| – | – | 0.75% | 30 |
|
|
2023
Q4 | $1.05M | Buy |
+11,300
| New | +$1.05M | 0.83% | 28 |
|
|
2022
Q3 | $893K | Buy |
+11,300
| New | +$893K | 1.71% | 23 |
|
|
2022
Q1 | – | Sell |
-33,000
| Closed | -$3.24M | – | 48 |
|
|
2021
Q4 | $3.24M | Buy |
+33,000
| New | +$3.24M | 2.94% | 9 |
|