TC
TwinBeech Capital’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
3,657
-4,109
| -53% | -$579K | 0.01% | 486 |
|
|
2025
Q1 | $906K | Buy |
+7,766
| New | +$906K | 0.02% | 500 |
|
|
2023
Q3 | – | Sell |
-211,150
| Closed | -$18M | – | 810 |
|
|
2023
Q2 | $18M | Buy |
211,150
+134,840
| +177% | +$11.5M | 0.36% | 86 |
|
|
2023
Q1 | $6.7M | Buy |
+76,310
| New | +$6.7M | 0.14% | 200 |
|
|
2022
Q2 | – | Sell |
-86,698
| Closed | -$7.58M | – | 645 |
|
|
2022
Q1 | $7.58M | Buy |
+86,698
| New | +$7.58M | 0.33% | 91 |
|
|
2021
Q4 | – | Sell |
-73,936
| Closed | -$7.2M | – | 719 |
|
|
2021
Q3 | $7.2M | Sell |
73,936
-2,089
| -3% | -$203K | 0.51% | 45 |
|
|
2021
Q2 | $6.97M | Sell |
76,025
-18,118
| -19% | -$1.66M | 0.85% | 25 |
|
|
2021
Q1 | $7.31M | Buy |
+94,143
| New | +$7.31M | 1.07% | 9 |
|
|
2020
Q2 | – | Sell |
-78,606
| Closed | -$2.67M | – | 453 |
|
|
2020
Q1 | $2.67M | Buy |
+78,606
| New | +$2.67M | 1.07% | 15 |
|