TD Capital 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 | $1.86K | Hold |
13
| – | – | ﹤0.01% | 587 |
|
|
2025
Q1 | $1.53K | Buy |
+13
| New | +$1.53K | ﹤0.01% | 512 |
|
|
2024
Q2 | – | Sell |
-140
| Closed | -$13.2K | – | 501 |
|
|
2024
Q1 | $13.2K | Hold |
140
| – | – | ﹤0.01% | 270 |
|
|
2023
Q4 | $13.1K | Hold |
140
| – | – | ﹤0.01% | 274 |
|
|
2023
Q3 | $11.4K | Hold |
140
| – | – | ﹤0.01% | 273 |
|
|
2023
Q2 | $12K | Hold |
140
| – | – | ﹤0.01% | 271 |
|
|
2023
Q1 | $12.3K | Buy |
+140
| New | +$12.3K | ﹤0.01% | 262 |
|