Poplar Forest Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,161
| Closed | -$354K | – | 64 |
|
|
2022
Q4 | $354K | Buy |
+4,161
| New | +$354K | 0.04% | 48 |
|
|
2021
Q2 | – | Sell |
-359,659
| Closed | -$27.9M | – | 90 |
|
|
2021
Q1 | $27.9M | Sell |
359,659
-210,741
| -37% | -$16.4M | 2.79% | 21 |
|
|
2020
Q4 | $39.1M | Buy |
+570,400
| New | +$39.1M | 4.58% | 2 |
|