Private Capital Advisors’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 | $211K | Buy |
+1,500
| New | +$211K | 0.03% | 77 |
|
|
2022
Q4 | – | Sell |
-107,295
| Closed | -$8.48M | – | 86 |
|
|
2022
Q3 | $8.48M | Sell |
107,295
-224
| -0.2% | -$17.7K | 1.47% | 22 |
|
|
2022
Q2 | $8.18M | Sell |
107,519
-260
| -0.2% | -$19.8K | 1.38% | 25 |
|
|
2022
Q1 | $9.42M | Buy |
+107,779
| New | +$9.42M | 1.37% | 26 |
|