Principal Street Partners’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 | $8.87M | Buy |
62,976
+6,193
| +11% | +$872K | 0.87% | 22 |
|
|
2025
Q1 | $6.62M | Sell |
56,783
-4,348
| -7% | -$507K | 1.23% | 21 |
|
|
2024
Q4 | $7.69M | Buy |
61,131
+78
| +0.1% | +$9.81K | 1.51% | 13 |
|
|
2024
Q3 | $6.36M | Sell |
61,053
-17,895
| -23% | -$1.86M | 1.04% | 24 |
|
|
2024
Q2 | $7.67M | Sell |
78,948
-192
| -0.2% | -$18.7K | 1.37% | 16 |
|
|
2024
Q1 | $7.53M | Buy |
79,140
+17,703
| +29% | +$1.68M | 1.42% | 14 |
|
|
2023
Q4 | $5.73M | Sell |
61,437
-4,631
| -7% | -$432K | 1.38% | 18 |
|
|
2023
Q3 | $5.4M | Sell |
66,068
-543
| -0.8% | -$44.3K | 1.07% | 16 |
|
|
2023
Q2 | $5.69M | Sell |
66,611
-3,979
| -6% | -$340K | 1.35% | 16 |
|
|
2023
Q1 | $6.2M | Buy |
70,590
+465
| +0.7% | +$40.8K | 1.57% | 11 |
|
|
2022
Q4 | $5.96M | Buy |
70,125
+2,549
| +4% | +$217K | 1.5% | 16 |
|
|
2022
Q3 | $5.34M | Buy |
67,576
+679
| +1% | +$53.6K | 1.42% | 12 |
|
|
2022
Q2 | $5.09M | Buy |
66,897
+11,201
| +20% | +$852K | 1.32% | 27 |
|
|
2022
Q1 | $4.87M | Buy |
55,696
+4,039
| +8% | +$353K | 1.12% | 39 |
|
|
2021
Q4 | $5.07M | Buy |
51,657
+1,210
| +2% | +$119K | 1.22% | 29 |
|
|
2021
Q3 | $4.91M | Sell |
50,447
-13,890
| -22% | -$1.35M | 1.34% | 25 |
|
|
2021
Q2 | $5.9M | Sell |
64,337
-123,084
| -66% | -$11.3M | 1.56% | 10 |
|
|
2021
Q1 | $14.6M | Buy |
187,421
+98,560
| +111% | +$7.65M | 1.88% | 8 |
|
|
2020
Q4 | $6.09M | Sell |
88,861
-9,550
| -10% | -$655K | 1.87% | 6 |
|
|
2020
Q3 | $4.76M | Sell |
98,411
-17,734
| -15% | -$857K | 1.67% | 15 |
|
|
2020
Q2 | $5.61M | Buy |
+116,145
| New | +$5.61M | 2.1% | 3 |
|