Plato Investment 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 | $4.61M | Buy |
32,860
+145
| +0.4% | +$20.4K | 0.35% | 65 |
|
|
2025
Q1 | $3.86M | Sell |
32,715
-9,196
| -22% | -$1.08M | 0.33% | 78 |
|
|
2024
Q4 | $5.29M | Buy |
41,911
+4,430
| +12% | +$559K | 0.39% | 54 |
|
|
2024
Q3 | $3.9M | Buy |
37,481
+9,196
| +33% | +$958K | 0.32% | 75 |
|
|
2024
Q2 | $2.75M | Buy |
28,285
+23,501
| +491% | +$2.28M | 0.26% | 89 |
|
|
2024
Q1 | $450K | Buy |
4,784
+2,856
| +148% | +$269K | 0.05% | 270 |
|
|
2023
Q4 | $180K | Buy |
+1,928
| New | +$180K | 0.22% | 109 |
|