Keel Point’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 | $968K | Buy |
6,874
+976
| +17% | +$137K | 0.06% | 177 |
|
|
2025
Q1 | $688K | Buy |
5,898
+633
| +12% | +$73.9K | 0.05% | 192 |
|
|
2024
Q4 | $662K | Buy |
5,265
+803
| +18% | +$101K | 0.05% | 190 |
|
|
2024
Q3 | $465K | Buy |
4,462
+66
| +2% | +$6.88K | 0.04% | 252 |
|
|
2024
Q2 | $425K | Buy |
4,396
+1,409
| +47% | +$136K | 0.04% | 260 |
|
|
2024
Q1 | $281K | Buy |
2,987
+642
| +27% | +$60.5K | 0.03% | 295 |
|
|
2023
Q4 | $219K | Sell |
2,345
-516
| -18% | -$48.1K | 0.03% | 318 |
|
|
2023
Q3 | $234K | Sell |
2,861
-264
| -8% | -$21.6K | 0.03% | 271 |
|
|
2023
Q2 | $267K | Buy |
3,125
+381
| +14% | +$32.5K | 0.04% | 264 |
|
|
2023
Q1 | $241K | Buy |
+2,744
| New | +$241K | 0.03% | 262 |
|