Opinicus Capital’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 | $604K | Buy |
4,291
+478
| +13% | +$67.3K | 0.46% | 61 |
|
|
2025
Q1 | $445K | Buy |
3,813
+653
| +21% | +$76.2K | 0.39% | 67 |
|
|
2024
Q4 | $397K | Sell |
3,160
-104
| -3% | -$13.1K | 0.33% | 71 |
|
|
2024
Q3 | $340K | Sell |
3,264
-142
| -4% | -$14.8K | 0.27% | 80 |
|
|
2024
Q2 | $331K | Buy |
3,406
+86
| +3% | +$8.36K | 0.28% | 81 |
|
|
2024
Q1 | $313K | Buy |
3,320
+638
| +24% | +$60.1K | 0.28% | 79 |
|
|
2023
Q4 | $250K | Buy |
+2,682
| New | +$250K | 0.26% | 87 |
|