Mork 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 | $1.5M | Hold |
10,670
| – | – | 1.1% | 28 |
|
|
2025
Q1 | $1.24M | Hold |
10,670
| – | – | 0.98% | 32 |
|
|
2024
Q4 | $1.34M | Hold |
10,670
| – | – | 0.88% | 36 |
|
|
2024
Q3 | $1.11M | Hold |
10,670
| – | – | 0.8% | 65 |
|
|
2024
Q2 | $1.04M | Hold |
10,670
| – | – | 0.81% | 60 |
|
|
2024
Q1 | $1M | Hold |
10,670
| – | – | 0.76% | 70 |
|
|
2023
Q4 | $995K | Buy |
10,670
+740
| +7% | +$69K | 0.61% | 83 |
|
|
2023
Q3 | $811K | Hold |
9,930
| – | – | 0.63% | 76 |
|
|
2023
Q2 | $848K | Hold |
9,930
| – | – | 0.65% | 76 |
|
|
2023
Q1 | $872K | Hold |
9,930
| – | – | 0.71% | 69 |
|
|
2022
Q4 | $844K | Buy |
+9,930
| New | +$844K | 0.65% | 77 |
|
|
2020
Q1 | – | Sell |
-19,100
| Closed | -$976K | – | 113 |
|
|
2019
Q4 | $976K | Hold |
19,100
| – | – | 0.7% | 94 |
|
|
2019
Q3 | $815K | Hold |
19,100
| – | – | 0.75% | 76 |
|
|
2019
Q2 | $837K | Hold |
19,100
| – | – | 0.78% | 68 |
|
|
2019
Q1 | $806K | Hold |
19,100
| – | – | 0.75% | 76 |
|
|
2018
Q4 | $757K | Buy |
+19,100
| New | +$757K | 0.71% | 94 |
|