Lion Street Advisors’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 | $380K | Sell |
2,698
-13
| -0.5% | -$1.83K | 0.12% | 186 |
|
|
2025
Q1 | $316K | Buy |
2,711
+18
| +0.7% | +$2.1K | 0.1% | 198 |
|
|
2024
Q4 | $339K | Sell |
2,693
-137
| -5% | -$17.2K | 0.11% | 187 |
|
|
2024
Q3 | $295K | Sell |
2,830
-39
| -1% | -$4.07K | 0.1% | 202 |
|
|
2024
Q2 | $279K | Buy |
2,869
+89
| +3% | +$8.65K | 0.1% | 201 |
|
|
2024
Q1 | $259K | Hold |
2,780
| – | – | 0.11% | 203 |
|
|
2023
Q4 | $259K | Sell |
2,780
-3,513
| -56% | -$328K | 0.11% | 203 |
|
|
2023
Q3 | $514K | Buy |
+6,293
| New | +$514K | 0.17% | 118 |
|
|
2023
Q2 | – | Sell |
-4,343
| Closed | -$381K | – | 276 |
|
|
2023
Q1 | $381K | Buy |
+4,343
| New | +$381K | 0.12% | 147 |
|
|
2022
Q4 | – | Sell |
-2,776
| Closed | -$219K | – | 162 |
|
|
2022
Q3 | $219K | Buy |
+2,776
| New | +$219K | 0.11% | 120 |
|
|
2020
Q2 | – | Sell |
-215
| Closed | -$7K | – | 260 |
|
|
2020
Q1 | $7K | Buy |
+215
| New | +$7K | 0.04% | 202 |
|