Orion 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 | $1.09M | Sell |
7,760
-630
| -8% | -$88.7K | 0.42% | 43 |
|
|
2025
Q1 | $979K | Sell |
8,390
-70
| -0.8% | -$8.17K | 0.41% | 43 |
|
|
2024
Q4 | $1.06M | Sell |
8,460
-280
| -3% | -$35.2K | 0.47% | 43 |
|
|
2024
Q3 | $911K | Buy |
8,740
+350
| +4% | +$36.5K | 0.44% | 46 |
|
|
2024
Q2 | $815K | Sell |
8,390
-454
| -5% | -$44.1K | 0.43% | 45 |
|
|
2024
Q1 | $833K | Buy |
8,844
+300
| +4% | +$28.2K | 0.44% | 46 |
|
|
2023
Q4 | $797K | Buy |
8,544
+1,525
| +22% | +$142K | 0.47% | 45 |
|
|
2023
Q3 | $573K | Buy |
7,019
+2,599
| +59% | +$212K | 0.37% | 57 |
|
|
2023
Q2 | $377K | Buy |
4,420
+4,220
| +2,110% | +$360K | 0.25% | 82 |
|
|
2023
Q1 | $17.6K | Hold |
200
| – | – | 0.01% | 332 |
|
|
2022
Q4 | $17K | Hold |
200
| – | – | 0.01% | 278 |
|
|
2022
Q3 | $16K | Sell |
200
-100
| -33% | -$8K | 0.01% | 277 |
|
|
2022
Q2 | $23K | Hold |
300
| – | – | 0.02% | 248 |
|
|
2022
Q1 | $26K | Buy |
300
+100
| +50% | +$8.67K | 0.02% | 248 |
|
|
2021
Q4 | $20K | Buy |
+200
| New | +$20K | 0.01% | 257 |
|