Impact Capital Partners’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
$556K Sell
3,944
-459
-10% -$64.7K 0.18% 130
2025
Q1
$514K Sell
4,403
-3,182
-42% -$371K 0.19% 128
2024
Q4
$954K Buy
+7,585
New +$954K 0.34% 73