Lazari Capital 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
Q2 | $701K | Sell |
4,978
-469
| -9% | -$66.1K | 0.26% | 59 |
|
|
2025
Q1 | $636K | Hold |
5,447
| – | – | 0.26% | 61 |
|
|
2024
Q4 | $685K | Sell |
5,447
-36
| -0.7% | -$4.53K | 0.27% | 59 |
|
|
2024
Q3 | $572K | Buy |
5,483
+74
| +1% | +$7.71K | 0.24% | 72 |
|
|
2024
Q2 | $526K | Buy |
+5,409
| New | +$526K | 0.24% | 72 |
|
|
2023
Q3 | – | Sell |
-2,672
| Closed | -$228K | – | 128 |
|
|
2023
Q2 | $228K | Buy |
+2,672
| New | +$228K | 0.13% | 102 |
|