Mirador Capital Partners’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 | $277K | Hold |
1,970
| – | – | 0.05% | 174 |
|
|
2025
Q1 | $230K | Buy |
1,970
+53
| +3% | +$6.18K | 0.04% | 176 |
|
|
2024
Q4 | $241K | Buy |
+1,917
| New | +$241K | 0.04% | 173 |
|
|
2024
Q2 | – | Sell |
-15,345
| Closed | -$1.44M | – | 202 |
|
|
2024
Q1 | $1.44M | Buy |
15,345
+1,643
| +12% | +$155K | 0.28% | 64 |
|
|
2023
Q4 | $1.28M | Buy |
13,702
+544
| +4% | +$50.7K | 0.27% | 66 |
|
|
2023
Q3 | $1.07M | Buy |
+13,158
| New | +$1.07M | 0.24% | 73 |
|