One Capital 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
$757K Buy
5,371
+1,427
+36% +$201K 0.03% 293
2025
Q1
$460K Buy
3,944
+295
+8% +$34.4K 0.02% 305
2024
Q4
$459K Hold
3,649
0.02% 282
2024
Q3
$380K Buy
3,649
+5
+0.1% +$521 0.01% 297
2024
Q2
$354K Buy
+3,644
New +$354K 0.01% 315