NBW Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $363K | Buy |
|