Towarzystwo Funduszy Inwestycyjnych PZU SA’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 | $202K | Hold |
1,435
| – | – | 0.06% | 167 |
|
|
2025
Q1 | $167K | Buy |
1,435
+350
| +32% | +$40.8K | 0.06% | 158 |
|
|
2024
Q4 | $136K | Buy |
1,085
+145
| +15% | +$18.2K | 0.05% | 169 |
|
|
2024
Q3 | $98K | Sell |
940
-190
| -17% | -$19.8K | 0.04% | 205 |
|
|
2024
Q2 | $110K | Buy |
1,130
+260
| +30% | +$25.3K | 0.04% | 171 |
|
|
2024
Q1 | $81.9K | Hold |
870
| – | – | 0.03% | 207 |
|
|
2023
Q4 | $81.1K | Buy |
+870
| New | +$81.1K | 0.04% | 194 |
|
|
2021
Q3 | $66.2K | Hold |
680
| – | – | 0.08% | 104 |
|
|
2021
Q2 | $62.3K | Sell |
680
-1,908
| -74% | -$175K | 0.07% | 114 |
|
|
2021
Q1 | $201K | Sell |
2,588
-55,142
| -96% | -$4.28M | 0.29% | 49 |
|
|
2020
Q4 | $3.96M | Buy |
+57,730
| New | +$3.96M | 4.09% | 9 |
|