Hollencrest 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
Q2 | $126K | Buy |
894
+3
| +0.3% | +$422 | 0.01% | 343 |
|
|
2025
Q1 | $104K | Buy |
891
+2
| +0.2% | +$233 | ﹤0.01% | 361 |
|
|
2024
Q4 | $112K | Sell |
889
-152
| -15% | -$19.1K | ﹤0.01% | 362 |
|
|
2024
Q3 | $109K | Buy |
1,041
+529
| +103% | +$55.2K | ﹤0.01% | 366 |
|
|
2024
Q2 | $49.8K | Sell |
512
-98
| -16% | -$9.53K | ﹤0.01% | 493 |
|
|
2024
Q1 | $57.5K | Sell |
610
-3,346
| -85% | -$315K | ﹤0.01% | 459 |
|
|
2023
Q4 | $369K | Buy |
3,956
+223
| +6% | +$20.8K | 0.03% | 224 |
|
|
2023
Q3 | $305K | Buy |
3,733
+3
| +0.1% | +$245 | 0.03% | 225 |
|
|
2023
Q2 | $319K | Sell |
3,730
-17
| -0.5% | -$1.45K | 0.03% | 229 |
|
|
2023
Q1 | $329K | Buy |
3,747
+3,151
| +529% | +$277K | 0.04% | 218 |
|
|
2022
Q4 | $50.6K | Buy |
+596
| New | +$50.6K | 0.01% | 452 |
|