Osterweis 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 | $343K | Buy |
2,433
+1,831
| +304% | +$258K | 0.02% | 124 |
|
|
2025
Q1 | $70.2K | Buy |
602
+15
| +3% | +$1.75K | ﹤0.01% | 146 |
|
|
2024
Q4 | $73.8K | Hold |
587
| – | – | ﹤0.01% | 161 |
|
|
2024
Q3 | $61.2K | Hold |
587
| – | – | ﹤0.01% | 169 |
|
|
2024
Q2 | $57.1K | Hold |
587
| – | – | ﹤0.01% | 171 |
|
|
2024
Q1 | $55.3K | Sell |
587
-3
| -0.5% | -$282 | ﹤0.01% | 168 |
|
|
2023
Q4 | $55K | Hold |
590
| – | – | ﹤0.01% | 165 |
|
|
2023
Q3 | $48.2K | Hold |
590
| – | – | ﹤0.01% | 168 |
|
|
2023
Q2 | $50.4K | Hold |
590
| – | – | ﹤0.01% | 171 |
|
|
2023
Q1 | $51.8K | Hold |
590
| – | – | ﹤0.01% | 168 |
|
|
2022
Q4 | $50.2K | Buy |
+590
| New | +$50.2K | ﹤0.01% | 169 |
|