Pathstone Holdings’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 | $25.4M | Buy |
180,026
+2,827
| +2% | +$398K | 0.1% | 131 |
|
|
2025
Q1 | $20.7M | Buy |
177,199
+6,204
| +4% | +$724K | 0.09% | 163 |
|
|
2024
Q4 | $21.5M | Buy |
170,995
+2,152
| +1% | +$271K | 0.1% | 149 |
|
|
2024
Q3 | $17.6M | Buy |
168,843
+5,367
| +3% | +$559K | 0.08% | 188 |
|
|
2024
Q2 | $15.9M | Buy |
163,476
+3,189
| +2% | +$310K | 0.07% | 199 |
|
|
2024
Q1 | $15.1M | Sell |
160,287
-13,890
| -8% | -$1.31M | 0.07% | 199 |
|
|
2023
Q4 | $16.3M | Buy |
+174,177
| New | +$16.3M | 0.09% | 164 |
|