Transatlantique Private Wealth’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 | $862K | Sell |
6,119
-78
| -1% | -$11K | 0.32% | 94 |
|
|
2025
Q1 | $723K | Sell |
6,197
-1,023
| -14% | -$119K | 0.29% | 105 |
|
|
2024
Q4 | $908K | Sell |
7,220
-156
| -2% | -$19.6K | 0.34% | 85 |
|
|
2024
Q3 | $769K | Buy |
7,376
+499
| +7% | +$52K | 0.29% | 104 |
|
|
2024
Q2 | $652K | Sell |
6,877
-41
| -0.6% | -$3.89K | 0.27% | 110 |
|
|
2024
Q1 | $651K | Buy |
6,918
+204
| +3% | +$19.2K | 0.28% | 120 |
|
|
2023
Q4 | $626K | Sell |
6,714
-202
| -3% | -$18.8K | 0.29% | 116 |
|
|
2023
Q3 | $565K | Sell |
6,916
-21
| -0.3% | -$1.72K | 0.3% | 107 |
|
|
2023
Q2 | $592K | Buy |
6,937
+314
| +5% | +$26.8K | 0.31% | 107 |
|
|
2023
Q1 | $581K | Buy |
6,623
+277
| +4% | +$24.3K | 0.32% | 100 |
|
|
2022
Q4 | $540K | Buy |
6,346
+725
| +13% | +$61.7K | 0.32% | 92 |
|
|
2022
Q3 | $444K | Buy |
5,621
+125
| +2% | +$9.87K | 0.3% | 112 |
|
|
2022
Q2 | $418K | Buy |
+5,496
| New | +$418K | 0.29% | 123 |
|