Optas 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 | $477K | Buy |
3,384
+335
| +11% | +$47.2K | 0.09% | 138 |
|
|
2025
Q1 | $356K | Sell |
3,049
-2
| -0.1% | -$233 | 0.06% | 170 |
|
|
2024
Q4 | $384K | Buy |
3,051
+180
| +6% | +$22.6K | 0.08% | 143 |
|
|
2024
Q3 | $299K | Buy |
2,871
+568
| +25% | +$59.2K | 0.07% | 168 |
|
|
2024
Q2 | $224K | Buy |
+2,303
| New | +$224K | 0.06% | 185 |
|