NBW Capital’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 | $300K | Buy |
2,129
+381
| +22% | +$53.7K | 0.06% | 81 |
|
|
2025
Q1 | $204K | Sell |
1,748
-206
| -11% | -$24K | 0.05% | 99 |
|
|
2024
Q4 | $246K | Sell |
1,954
-512
| -21% | -$64.4K | 0.05% | 84 |
|
|
2024
Q3 | $257K | Buy |
2,466
+47
| +2% | +$4.9K | 0.05% | 86 |
|
|
2024
Q2 | $235K | Sell |
2,419
-114
| -5% | -$11.1K | 0.05% | 88 |
|
|
2024
Q1 | $239K | Sell |
2,533
-35
| -1% | -$3.3K | 0.05% | 99 |
|
|
2023
Q4 | $239K | Sell |
2,568
-382
| -13% | -$35.6K | 0.05% | 95 |
|
|
2023
Q3 | $241K | Sell |
2,950
-75
| -2% | -$6.13K | 0.06% | 84 |
|
|
2023
Q2 | $258K | Buy |
3,025
+123
| +4% | +$10.5K | 0.06% | 90 |
|
|
2023
Q1 | $255K | Buy |
+2,902
| New | +$255K | 0.06% | 90 |
|
|
2021
Q1 | – | Sell |
-5,298
| Closed | -$363K | – | 79 |
|
|
2020
Q4 | $363K | Buy |
+5,298
| New | +$363K | 0.11% | 74 |
|