Noesis Capital Mangement’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 | $233K | Buy |
+1,655
| New | +$233K | 0.04% | 117 |
|
2025
Q1 | – | Sell |
-1,698
| Closed | -$213K | – | 129 |
|
2024
Q4 | $213K | Buy |
+1,698
| New | +$213K | 0.04% | 109 |
|
2018
Q2 | – | Sell |
-4,259
| Closed | -$230K | – | 100 |
|
2018
Q1 | $230K | Hold |
4,259
| – | – | 0.09% | 87 |
|
2017
Q4 | $223K | Buy |
+4,259
| New | +$223K | 0.08% | 94 |
|