Orion Capital 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 | $1.23M | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $979K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $833K | Buy |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $17.6K | Hold |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $20K | Buy |
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