Orca Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $762K | Hold |
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|
2025
Q2 | $675K | Sell |
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|
2025
Q1 | $560K | Hold |
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|
2024
Q4 | $603K | Sell |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $645K | Hold |
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|
2023
Q3 | $565K | Hold |
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|
2023
Q2 | $591K | Hold |
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|
2023
Q1 | $608K | Hold |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $546K | Sell |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $626K | Hold |
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|
2021
Q4 | $703K | Sell |
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|
2021
Q3 | $731K | Sell |
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|
2021
Q2 | $785K | Sell |
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|
2021
Q1 | $801K | Hold |
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|
2020
Q4 | $707K | Buy |
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|
2019
Q3 | $494K | Hold |
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|
2019
Q2 | $508K | Sell |
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|
2019
Q1 | $497K | Hold |
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|
2018
Q4 | $467K | Hold |
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|
2018
Q3 | $549K | Sell |
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|
2018
Q2 | $592K | Sell |
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|
2018
Q1 | $692K | Sell |
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|
2017
Q4 | $1.07M | Hold |
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|
2017
Q3 | $986K | Hold |
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|
2017
Q2 | $912K | Hold |
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|
2017
Q1 | $877K | Hold |
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|
2016
Q4 | $865K | Buy |
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|
2016
Q3 | $638K | Hold |
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|
2016
Q2 | $517K | Sell |
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|
2016
Q1 | $508K | Hold |
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|
2015
Q4 | $646K | Buy |
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|
2015
Q3 | $626K | Hold |
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|
2015
Q2 | $771K | Buy |
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