North Star Asset 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 | $297K | Buy |
2,107
+50
| +2% | +$7.04K | 0.01% | 278 |
|
|
2025
Q1 | $240K | Sell |
2,057
-20
| -1% | -$2.33K | 0.01% | 276 |
|
|
2024
Q4 | $261K | Buy |
+2,077
| New | +$261K | 0.01% | 276 |
|
|
2017
Q4 | – | Sell |
-5,000
| Closed | -$241K | – | 296 |
|
|
2017
Q3 | $241K | Hold |
5,000
| – | – | 0.02% | 231 |
|
|
2017
Q2 | $223K | Hold |
5,000
| – | – | 0.02% | 232 |
|
|
2017
Q1 | $214K | Hold |
5,000
| – | – | 0.02% | 227 |
|
|
2016
Q4 | $211K | Buy |
+5,000
| New | +$211K | 0.02% | 222 |
|