Merrion Investment 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 | $282K | Hold |
2,000
| – | – | 0.18% | 90 |
|
|
2025
Q1 | $233K | Hold |
2,000
| – | – | 0.17% | 92 |
|
|
2024
Q4 | $251K | Hold |
2,000
| – | – | 0.17% | 88 |
|
|
2024
Q3 | $208K | Buy |
+2,000
| New | +$208K | 0.14% | 100 |
|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$137K | – | 180 |
|
|
2020
Q4 | $137K | Buy |
+2,000
| New | +$137K | 0.12% | 97 |
|