Kings Point Capital Management’s Morgan Stanley MS Stock Holding History

Kings Point Capital Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$11.1M	Buy	127,488 +3,288	+3%	+$287K	0.97%	41
2021 Q4	$12.2M	Buy	124,200 +49,347	+66%	+$4.84M	1%	37
2021 Q3	$7.28M	Buy	74,853 +5,922	+9%	+$576K	0.65%	52
2021 Q2	$6.32M	Buy	68,931 +4,263	+7%	+$391K	0.57%	56
2021 Q1	$5.02M	Buy	64,668 +16,509	+34%	+$1.28M	0.49%	61
2020 Q4	$3.3M	Buy	48,159 +44,535	+1,229%	+$3.05M	0.35%	72
2020 Q3	$175K	Sell	3,624 -2,972	-45%	-$144K	0.02%	182
2020 Q2	$319K	Hold	6,596	–	–	0.05%	128
2020 Q1	$224K	Hold	6,596	–	–	0.04%	151
2019 Q4	$337K	Hold	6,596	–	–	0.05%	144
2019 Q3	$281K	Sell	6,596 -967	-13%	-$41.2K	0.05%	148
2019 Q2	$331K	Buy	7,563 +199	+3%	+$8.71K	0.06%	127
2019 Q1	$311K	Hold	7,364	–	–	0.06%	117
2018 Q4	$292K	Sell	7,364 -63,689	-90%	-$2.53M	0.07%	120
2018 Q3	$3.31M	Sell	71,053 -6,288	-8%	-$293K	0.62%	57
2018 Q2	$3.67M	Buy	77,341 +36,605	+90%	+$1.74M	0.72%	55
2018 Q1	$2.2M	Buy	40,736 +13,878	+52%	+$749K	0.44%	66
2017 Q4	$1.41M	Buy	26,858 +19,494	+265%	+$1.02M	0.3%	77
2017 Q3	$355K	Hold	7,364	–	–	0.08%	123
2017 Q2	$328K	Hold	7,364	–	–	0.08%	120
2017 Q1	$315K	Hold	7,364	–	–	0.07%	117
2016 Q4	$311K	Hold	7,364	–	–	0.08%	113
2016 Q3	$236K	Sell	7,364 -6,550	-47%	-$210K	0.06%	110
2016 Q2	$361K	Sell	13,914 -1,500	-10%	-$38.9K	0.09%	94
2016 Q1	$386K	Hold	15,414	–	–	0.1%	90
2015 Q4	$490K	Hold	15,414	–	–	0.12%	87
2015 Q3	$486K	Hold	15,414	–	–	0.13%	92
2015 Q2	$598K	Buy	15,414 +9,798	+174%	+$380K	0.14%	95
2015 Q1	$200K	Buy	5,616 +3,073	+121%	+$109K	0.05%	124
2014 Q4	$99K	Buy	2,543 +477	+23%	+$18.6K	0.03%	156
2014 Q3	$71K	Hold	2,066	–	–	0.02%	162
2014 Q2	$67K	Buy	2,066 +500	+32%	+$16.2K	0.02%	163
2014 Q1	$49K	Hold	1,566	–	–	0.02%	174
2013 Q4	$49K	Hold	1,566	–	–	0.02%	171
2013 Q3	$42K	Hold	1,566	–	–	0.02%	186
2013 Q2	$38K	Buy	+1,566	New	+$38K	0.02%	200