NCM 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 | $1.28M | Buy |
9,105
+16
| +0.2% | +$2.25K | 0.53% | 45 |
|
|
2025
Q1 | $1.06M | Sell |
9,089
-500
| -5% | -$58.3K | 0.48% | 54 |
|
|
2024
Q4 | $1.21M | Hold |
9,589
| – | – | 0.54% | 45 |
|
|
2024
Q3 | $1,000K | Hold |
9,589
| – | – | 0.48% | 49 |
|
|
2024
Q2 | $932K | Sell |
9,589
-100
| -1% | -$9.72K | 0.49% | 46 |
|
|
2024
Q1 | $912K | Sell |
9,689
-966
| -9% | -$91K | 0.51% | 50 |
|
|
2023
Q4 | $994K | Buy |
10,655
+160
| +2% | +$14.9K | 0.6% | 48 |
|
|
2023
Q3 | $857K | Sell |
10,495
-116
| -1% | -$9.47K | 0.61% | 47 |
|
|
2023
Q2 | $906K | Buy |
10,611
+16
| +0.2% | +$1.37K | 0.63% | 44 |
|
|
2023
Q1 | $930K | Sell |
10,595
-600
| -5% | -$52.7K | 0.7% | 41 |
|
|
2022
Q4 | $952K | Hold |
11,195
| – | – | 0.63% | 45 |
|
|
2022
Q3 | $885K | Hold |
11,195
| – | – | 0.67% | 43 |
|
|
2022
Q2 | $851K | Hold |
11,195
| – | – | 0.6% | 52 |
|
|
2022
Q1 | $978K | Buy |
11,195
+84
| +0.8% | +$7.34K | 0.62% | 49 |
|
|
2021
Q4 | $1.09M | Buy |
+11,111
| New | +$1.09M | 0.97% | 28 |
|