Holderness Investments Company’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 | $604K | Buy |
4,289
+157
| +4% | +$22.1K | 0.13% | 137 |
|
|
2025
Q1 | $482K | Sell |
4,132
-34
| -0.8% | -$3.97K | 0.11% | 152 |
|
|
2024
Q4 | $524K | Hold |
4,166
| – | – | 0.12% | 149 |
|
|
2024
Q3 | $434K | Sell |
4,166
-20
| -0.5% | -$2.09K | 0.09% | 170 |
|
|
2024
Q2 | $407K | Buy |
4,186
+218
| +5% | +$21.2K | 0.1% | 168 |
|
|
2024
Q1 | $374K | Hold |
3,968
| – | – | 0.09% | 181 |
|
|
2023
Q4 | $370K | Buy |
+3,968
| New | +$370K | 0.1% | 174 |
|