Royal Fund 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 | $390K | Buy |
2,772
+1,561
| +129% | +$220K | 0.04% | 214 |
|
|
2025
Q1 | $141K | Sell |
1,211
-103
| -8% | -$12K | 0.02% | 245 |
|
|
2024
Q4 | $165K | Sell |
1,314
-1,314
| -50% | -$165K | 0.02% | 230 |
|
|
2024
Q3 | $274K | Buy |
+2,628
| New | +$274K | 0.02% | 243 |
|
|
2024
Q2 | – | Sell |
-1,760
| Closed | -$166K | – | 257 |
|
|
2024
Q1 | $166K | Sell |
1,760
-206
| -10% | -$19.4K | 0.02% | 247 |
|
|
2023
Q4 | $183K | Buy |
+1,966
| New | +$183K | 0.02% | 233 |
|
|
2023
Q3 | – | Sell |
-2,044
| Closed | -$175K | – | 234 |
|
|
2023
Q2 | $175K | Sell |
2,044
-10,703
| -84% | -$914K | 0.02% | 211 |
|
|
2023
Q1 | $1.12M | Buy |
12,747
+5,104
| +67% | +$448K | 0.16% | 129 |
|
|
2022
Q4 | $650K | Buy |
7,643
+533
| +7% | +$45.3K | 0.1% | 151 |
|
|
2022
Q3 | $561K | Buy |
+7,110
| New | +$561K | 0.1% | 136 |
|
|
2022
Q2 | – | Sell |
-2,344
| Closed | -$204K | – | 194 |
|
|
2022
Q1 | $204K | Sell |
2,344
-600
| -20% | -$52.2K | 0.03% | 180 |
|
|
2021
Q4 | $288K | Hold |
2,944
| – | – | 0.04% | 164 |
|
|
2021
Q3 | $286K | Buy |
+2,944
| New | +$286K | 0.04% | 159 |
|