Knuff & Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,170
| Closed | -$122K | – | 148 |
|
|
2024
Q3 | $122K | Sell |
1,170
-100
| -8% | -$10.4K | 0.04% | 99 |
|
|
2024
Q2 | $123K | Sell |
1,270
-100
| -7% | -$9.72K | 0.04% | 102 |
|
|
2024
Q1 | $129K | Hold |
1,370
| – | – | 0.04% | 95 |
|
|
2023
Q4 | $128K | Buy |
1,370
+760
| +125% | +$70.9K | 0.05% | 89 |
|
|
2023
Q3 | $49.8K | Buy |
610
+50
| +9% | +$4.08K | 0.02% | 105 |
|
|
2023
Q2 | $47.8K | Sell |
560
-200
| -26% | -$17.1K | 0.02% | 108 |
|
|
2023
Q1 | $66.7K | Buy |
760
+560
| +280% | +$49.2K | 0.03% | 106 |
|
|
2022
Q4 | $17K | Hold |
200
| – | – | 0.01% | 124 |
|
|
2022
Q3 | $16K | Sell |
200
-100
| -33% | -$8K | 0.01% | 123 |
|
|
2022
Q2 | $23K | Buy |
+300
| New | +$23K | 0.01% | 123 |
|