True North Advisors’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 | $3.15M | Sell |
22,371
-2,052
| -8% | -$289K | 0.6% | 36 |
|
|
2025
Q1 | $2.85M | Sell |
24,423
-4,172
| -15% | -$487K | 0.51% | 45 |
|
|
2024
Q4 | $3.59M | Buy |
28,595
+26,055
| +1,026% | +$3.28M | 0.85% | 21 |
|
|
2024
Q3 | $265K | Hold |
2,540
| – | – | 0.07% | 156 |
|
|
2024
Q2 | $247K | Sell |
2,540
-304
| -11% | -$29.5K | 0.07% | 170 |
|
|
2024
Q1 | $268K | Buy |
2,844
+117
| +4% | +$11K | 0.07% | 153 |
|
|
2023
Q4 | $254K | Buy |
2,727
+18
| +0.7% | +$1.68K | 0.07% | 157 |
|
|
2023
Q3 | $221K | Sell |
2,709
-813
| -23% | -$66.4K | 0.07% | 180 |
|
|
2023
Q2 | $301K | Buy |
+3,522
| New | +$301K | 0.09% | 162 |
|