Morgan Stanley’s FiscalNote NOTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
183,774
-8,552
| -4% | -$55K | ﹤0.01% | 5017 |
|
|
2025
Q1 | $1.87M | Sell |
192,326
-258,290
| -57% | -$2.5M | ﹤0.01% | 4649 |
|
|
2024
Q4 | $5.79M | Buy |
450,616
+28,855
| +7% | +$370K | ﹤0.01% | 3878 |
|
|
2024
Q3 | $6.48M | Buy |
421,761
+104,944
| +33% | +$1.61M | ﹤0.01% | 3763 |
|
|
2024
Q2 | $5.55M | Buy |
316,817
+195,225
| +161% | +$3.42M | ﹤0.01% | 3789 |
|
|
2024
Q1 | $1.94M | Sell |
121,592
-94,889
| -44% | -$1.51M | ﹤0.01% | 4607 |
|
|
2023
Q4 | $2.96M | Buy |
216,481
+169,893
| +365% | +$2.32M | ﹤0.01% | 4725 |
|
|
2023
Q3 | $1.16M | Sell |
46,588
-2,958
| -6% | -$73.8K | ﹤0.01% | 4710 |
|
|
2023
Q2 | $2.16M | Sell |
49,546
-12,488
| -20% | -$545K | ﹤0.01% | 4377 |
|
|
2023
Q1 | $1.66M | Buy |
62,034
+61,516
| +11,876% | +$1.65M | ﹤0.01% | 4569 |
|
|
2022
Q4 | $39.4K | Buy |
518
+494
| +2,058% | +$37.5K | ﹤0.01% | 6393 |
|
|
2022
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 7478 |
|