TOBAM’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 | $43K | Buy |
+308
| New | +$43K | 0.02% | 180 |
|
|
2025
Q1 | – | Sell |
-556
| Closed | -$70K | – | 305 |
|
|
2024
Q4 | $70K | Sell |
556
-208
| -27% | -$26.2K | 0.02% | 265 |
|
|
2024
Q3 | $80K | Sell |
764
-571
| -43% | -$59.8K | 0.01% | 276 |
|
|
2024
Q2 | $130K | Buy |
1,335
+617
| +86% | +$60.1K | 0.02% | 214 |
|
|
2024
Q1 | $68K | Sell |
718
-356
| -33% | -$33.7K | 0.01% | 324 |
|
|
2023
Q4 | $100K | Hold |
1,074
| – | – | 0.01% | 292 |
|
|
2023
Q3 | $88K | Hold |
1,074
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $92K | Buy |
1,074
+437
| +69% | +$37.4K | 0.01% | 313 |
|
|
2023
Q1 | $56K | Buy |
+637
| New | +$56K | ﹤0.01% | 349 |
|
|
2022
Q4 | – | Sell |
-1,267
| Closed | -$100K | – | 431 |
|
|
2022
Q3 | $100K | Sell |
1,267
-3,148
| -71% | -$248K | 0.01% | 279 |
|
|
2022
Q2 | $336K | Buy |
+4,415
| New | +$336K | 0.02% | 195 |
|