Proficio Capital Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $341K | Sell |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $961K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $923K | Buy |
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|
2023
Q4 | $912K | Sell |
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|
2023
Q3 | $799K | Buy |
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|
2023
Q2 | $816K | Sell |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $871K | Buy |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $666K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $802K | Sell |
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|
2021
Q3 | $801K | Sell |
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|
2021
Q2 | $825K | Buy |
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|
2021
Q1 | $649K | Buy |
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|
2020
Q4 | $240K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $97K | Buy |
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|
2019
Q1 | $73K | Sell |
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|
2018
Q4 | $78K | Buy |
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|
2018
Q3 | $49K | Sell |
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|
2018
Q2 | $55K | Buy |
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|
2018
Q1 | $51K | Buy |
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|
2017
Q4 | $47K | Buy |
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|
2017
Q3 | $41K | Sell |
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|
2017
Q2 | $40K | Buy |
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|
2017
Q1 | $35K | Buy |
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|
2016
Q4 | $25K | Sell |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $18K | Buy |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $8K | Buy |
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