Portman Square Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 132 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 104 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 119 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 132 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 155 |
|
|
2023
Q4 | – | Sell |
-5,506
| Closed | -$450K | – | 166 |
|
|
2023
Q3 | $450K | Buy |
+5,506
| New | +$450K | 0.01% | 124 |
|
|
2023
Q1 | – | Sell |
-21,082
| Closed | -$1.79M | – | 151 |
|
|
2022
Q4 | $1.79M | Buy |
+21,082
| New | +$1.79M | 0.13% | 26 |
|