Titleist Asset 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 | $243K | Buy |
1,723
+2
| +0.1% | +$282 | 0.02% | 282 |
|
|
2025
Q1 | $201K | Sell |
1,721
-511
| -23% | -$59.6K | 0.02% | 284 |
|
|
2024
Q4 | $281K | Sell |
2,232
-638
| -22% | -$80.2K | 0.03% | 258 |
|
|
2024
Q3 | $299K | Sell |
2,870
-1,246
| -30% | -$130K | 0.04% | 223 |
|
|
2024
Q2 | $400K | Sell |
4,116
-178
| -4% | -$17.3K | 0.06% | 184 |
|
|
2024
Q1 | $404K | Sell |
4,294
-2,246
| -34% | -$211K | 0.07% | 178 |
|
|
2023
Q4 | $610K | Sell |
6,540
-731
| -10% | -$68.2K | 0.11% | 135 |
|
|
2023
Q3 | $594K | Buy |
+7,271
| New | +$594K | 0.12% | 135 |
|