Private Capital Management (Colorado)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $464K | Buy |
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