Prana 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 | $46.1M | Buy |
327,342
+42,731
| +15% | +$6.02M | 1.64% | 18 |
|
|
2025
Q1 | $33.2M | Buy |
+284,611
| New | +$33.2M | 1.35% | 22 |
|
|
2022
Q3 | – | Sell |
-132,703
| Closed | -$10.1M | – | 96 |
|
|
2022
Q2 | $10.1M | Buy |
+132,703
| New | +$10.1M | 0.77% | 43 |
|
|
2020
Q4 | – | Sell |
-241,946
| Closed | -$11.7M | – | 78 |
|
|
2020
Q3 | $11.7M | Buy |
+241,946
| New | +$11.7M | 2.03% | 19 |
|
|
2020
Q2 | – | Sell |
-89,014
| Closed | -$3.03M | – | 63 |
|
|
2020
Q1 | $3.03M | Sell |
89,014
-255,865
| -74% | -$8.7M | 0.88% | 33 |
|
|
2019
Q4 | $17.6M | Sell |
344,879
-89,124
| -21% | -$4.56M | 2.58% | 19 |
|
|
2019
Q3 | $18.5M | Buy |
434,003
+262,730
| +153% | +$11.2M | 3.33% | 10 |
|
|
2019
Q2 | $7.5M | Buy |
+171,273
| New | +$7.5M | 1.35% | 25 |
|
|
2018
Q4 | – | Sell |
-237,358
| Closed | -$11.1M | – | 49 |
|
|
2018
Q3 | $11.1M | Buy |
237,358
+57,623
| +32% | +$2.68M | 2.39% | 17 |
|
|
2018
Q2 | $8.52M | Sell |
179,735
-24,065
| -12% | -$1.14M | 2.27% | 20 |
|
|
2018
Q1 | $11M | Buy |
203,800
+57,550
| +39% | +$3.11M | 3.23% | 11 |
|
|
2017
Q4 | $7.64M | Buy |
+146,250
| New | +$7.64M | 2.6% | 15 |
|