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Oak Thistle LLC’s Morgan Stanley MS Stock Holding History

Oak Thistle LLC’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,654
Closed -$233K – 581
2025
Q2 		$233K Buy
+1,654
New +$203K 0.03% 427
2023
Q4 		– Sell
-4,522
Closed -$369K – 577
2023
Q3 		$369K Buy
+4,522
New +$393K 0.11% 353
2023
Q2 		– Sell
-7,050
Closed -$619K – 482
2023
Q1 		$619K Buy
+7,050
New +$658K 0.37% 87
2022
Q2 		– Sell
-7,939
Closed -$694K – 320
2022
Q1 		$694K Buy
+7,939
New +$766K 0.37% 88

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