Oak Thistle LLC’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 |
+1,654
| New | +$233K | 0.03% | 427 |
|
|
2023
Q4 | – | Sell |
-4,522
| Closed | -$369K | – | 577 |
|
|
2023
Q3 | $369K | Buy |
+4,522
| New | +$369K | 0.11% | 353 |
|
|
2023
Q2 | – | Sell |
-7,050
| Closed | -$619K | – | 482 |
|
|
2023
Q1 | $619K | Buy |
+7,050
| New | +$619K | 0.37% | 87 |
|
|
2022
Q2 | – | Sell |
-7,939
| Closed | -$694K | – | 320 |
|
|
2022
Q1 | $694K | Buy |
+7,939
| New | +$694K | 0.37% | 88 |
|