Kingfisher Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $295K | Hold |
2,826
| – | – | 0.07% | 151 |
|
|
2024
Q2 | $275K | Hold |
2,826
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $266K | Hold |
2,826
| – | – | 0.06% | 143 |
|
|
2023
Q4 | $264K | Hold |
2,826
| – | – | 0.07% | 143 |
|
|
2023
Q3 | $231K | Hold |
2,826
| – | – | 0.06% | 146 |
|
|
2023
Q2 | $241K | Buy |
2,826
+281
| +11% | +$24K | 0.06% | 150 |
|
|
2023
Q1 | $223K | Hold |
2,545
| – | – | 0.06% | 157 |
|
|
2022
Q4 | $216K | Hold |
2,545
| – | – | 0.06% | 156 |
|
|
2022
Q3 | $201K | Buy |
+2,545
| New | +$201K | 0.06% | 166 |
|
|
2015
Q4 | – | Sell |
-41,064
| Closed | -$1.29M | – | 287 |
|
|
2015
Q3 | $1.29M | Buy |
+41,064
| New | +$1.29M | 0.82% | 52 |
|