IQ EQ Fund 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
-2,522
Closed -$317K 315
2024
Q4
$317K Sell
2,522
-33
-1% -$4.15K 0.04% 254
2024
Q3
$266K Sell
2,555
-82
-3% -$8.55K 0.03% 292
2024
Q2
$256K Hold
2,637
0.03% 279
2024
Q1
$248K Buy
+2,637
New +$248K 0.03% 269