Northcape Wealth 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 | $2.06M | Sell |
14,647
-54
| -0.4% | -$7.61K | 0.63% | 51 |
|
|
2025
Q1 | $1.72M | Sell |
14,701
-555
| -4% | -$64.8K | 0.55% | 60 |
|
|
2024
Q4 | $1.92M | Sell |
15,256
-46
| -0.3% | -$5.78K | 0.62% | 55 |
|
|
2024
Q3 | $1.6M | Hold |
15,302
| – | – | 0.52% | 64 |
|
|
2024
Q2 | $1.49M | Sell |
15,302
-47
| -0.3% | -$4.57K | 0.54% | 62 |
|
|
2024
Q1 | $1.45M | Sell |
15,349
-242
| -2% | -$22.8K | 0.53% | 62 |
|
|
2023
Q4 | $1.45M | Sell |
15,591
-949
| -6% | -$88.5K | 0.53% | 62 |
|
|
2023
Q3 | $1.35M | Sell |
16,540
-626
| -4% | -$51.1K | 0.52% | 64 |
|
|
2023
Q2 | $1.47M | Sell |
17,166
-89
| -0.5% | -$7.6K | 0.53% | 59 |
|
|
2023
Q1 | $1.51M | Buy |
+17,255
| New | +$1.51M | 0.55% | 60 |
|