OCM
Objective Capital Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,600
| New | +$225K | 0.25% | 77 |
|
|
2025
Q1 | – | Sell |
-2,832
| Closed | -$356K | – | 118 |
|
|
2024
Q4 | $356K | Sell |
2,832
-237
| -8% | -$29.8K | 0.24% | 89 |
|
|
2024
Q3 | $320K | Buy |
+3,069
| New | +$320K | 0.19% | 108 |
|
|
2024
Q1 | $284K | Buy |
3,013
+35
| +1% | +$3.3K | 0.19% | 100 |
|
|
2023
Q4 | $278K | Sell |
2,978
-104
| -3% | -$9.7K | 0.21% | 93 |
|
|
2023
Q3 | $252K | Sell |
3,082
-52
| -2% | -$4.25K | 0.22% | 86 |
|
|
2023
Q2 | $268K | Buy |
3,134
+1
| +0% | +$85 | 0.23% | 78 |
|
|
2023
Q1 | $275K | Hold |
3,133
| – | – | 0.25% | 76 |
|
|
2022
Q4 | $266K | Buy |
3,133
+78
| +3% | +$6.63K | 0.26% | 77 |
|
|
2022
Q3 | $241K | Buy |
3,055
+13
| +0.4% | +$1.03K | 0.26% | 78 |
|
|
2022
Q2 | $231K | Hold |
3,042
| – | – | 0.23% | 82 |
|
|
2022
Q1 | $266K | Hold |
3,042
| – | – | 0.2% | 92 |
|
|
2021
Q4 | $299K | Buy |
+3,042
| New | +$299K | 0.21% | 87 |
|