Shorepoint Capital 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
Q1 | $4.13M | Buy |
35,380
+673
| +2% | +$78.5K | 0.93% | 46 |
|
|
2024
Q4 | $4.36M | Sell |
34,707
-808
| -2% | -$102K | 1% | 37 |
|
|
2024
Q3 | $3.7M | Buy |
35,515
+82
| +0.2% | +$8.55K | 0.84% | 47 |
|
|
2024
Q2 | $3.44M | Buy |
35,433
+1,190
| +3% | +$116K | 0.81% | 49 |
|
|
2024
Q1 | $3.22M | Buy |
34,243
+526
| +2% | +$49.5K | 0.79% | 50 |
|
|
2023
Q4 | $3.14M | Buy |
33,717
+3,439
| +11% | +$321K | 0.84% | 45 |
|
|
2023
Q3 | $2.47M | Buy |
30,278
+3,115
| +11% | +$254K | 0.73% | 53 |
|
|
2023
Q2 | $2.32M | Buy |
+27,163
| New | +$2.32M | 0.65% | 57 |
|