Neumann 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 | $254K | Hold |
1,800
| – | – | 0.08% | 95 |
|
|
2025
Q1 | $210K | Hold |
1,800
| – | – | 0.07% | 99 |
|
|
2024
Q4 | $226K | Buy |
+1,800
| New | +$226K | 0.08% | 96 |
|
|
2022
Q1 | – | Sell |
-2,192
| Closed | -$215K | – | 92 |
|
|
2021
Q4 | $215K | Buy |
+2,192
| New | +$215K | 0.09% | 87 |
|
|
2021
Q3 | – | Sell |
-2,370
| Closed | -$217K | – | 87 |
|
|
2021
Q2 | $217K | Buy |
+2,370
| New | +$217K | 0.1% | 84 |
|