Oak Harvest Investment Services’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 | $18.5M | Buy |
131,010
+4,129
| +3% | +$582K | 2.31% | 6 |
|
|
2025
Q1 | $14.8M | Buy |
126,881
+19,051
| +18% | +$2.22M | 2.07% | 6 |
|
|
2024
Q4 | $13.6M | Sell |
107,830
-33,184
| -24% | -$4.17M | 1.89% | 8 |
|
|
2024
Q3 | $14.7M | Buy |
141,014
+6,473
| +5% | +$675K | 2.11% | 7 |
|
|
2024
Q2 | $13.1M | Buy |
134,541
+7,034
| +6% | +$684K | 2.03% | 8 |
|
|
2024
Q1 | $12M | Buy |
127,507
+45,933
| +56% | +$4.33M | 1.96% | 11 |
|
|
2023
Q4 | $7.61M | Sell |
81,574
-67,566
| -45% | -$6.3M | 1.52% | 24 |
|
|
2023
Q3 | $12.2M | Buy |
149,140
+48,552
| +48% | +$3.97M | 2.58% | 6 |
|
|
2023
Q2 | $8.59M | Buy |
100,588
+15,976
| +19% | +$1.36M | 1.93% | 13 |
|
|
2023
Q1 | $7.43M | Buy |
84,612
+3,714
| +5% | +$326K | 1.71% | 13 |
|
|
2022
Q4 | $6.88M | Sell |
80,898
-4,904
| -6% | -$417K | 1.79% | 15 |
|
|
2022
Q3 | $6.78M | Buy |
85,802
+3,408
| +4% | +$269K | 1.81% | 12 |
|
|
2022
Q2 | $6.27M | Buy |
82,394
+4,785
| +6% | +$364K | 1.69% | 21 |
|
|
2022
Q1 | $6.78M | Buy |
77,609
+5,854
| +8% | +$512K | 1.68% | 21 |
|
|
2021
Q4 | $7.04M | Buy |
71,755
+4,670
| +7% | +$458K | 1.75% | 16 |
|
|
2021
Q3 | $6.53M | Buy |
67,085
+8,131
| +14% | +$791K | 1.9% | 13 |
|
|
2021
Q2 | $5.41M | Sell |
58,954
-454
| -0.8% | -$41.6K | 1.78% | 15 |
|
|
2021
Q1 | $4.61M | Buy |
59,408
+6,239
| +12% | +$485K | 1.77% | 19 |
|
|
2020
Q4 | $3.64M | Buy |
+53,169
| New | +$3.64M | 1.56% | 30 |
|