Venture Visionary Partners’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 | $8.93M | Buy |
63,373
+42,404
| +202% | +$5.97M | 0.34% | 74 |
|
|
2025
Q1 | $2.45M | Sell |
20,969
-1,286
| -6% | -$150K | 0.1% | 174 |
|
|
2024
Q4 | $2.8M | Sell |
22,255
-694
| -3% | -$87.3K | 0.12% | 159 |
|
|
2024
Q3 | $2.39M | Sell |
22,949
-1,609
| -7% | -$168K | 0.1% | 169 |
|
|
2024
Q2 | $2.39M | Buy |
24,558
+1,472
| +6% | +$143K | 0.11% | 171 |
|
|
2024
Q1 | $2.17M | Sell |
23,086
-3,676
| -14% | -$346K | 0.1% | 185 |
|
|
2023
Q4 | $2.5M | Buy |
26,762
+269
| +1% | +$25.1K | 0.13% | 155 |
|
|
2023
Q3 | $2.16M | Sell |
26,493
-10
| -0% | -$817 | 0.13% | 149 |
|
|
2023
Q2 | $2.26M | Buy |
26,503
+807
| +3% | +$68.9K | 0.13% | 147 |
|
|
2023
Q1 | $2.26M | Sell |
25,696
-1,380
| -5% | -$121K | 0.14% | 138 |
|
|
2022
Q4 | $2.3M | Sell |
27,076
-125
| -0.5% | -$10.6K | 0.17% | 122 |
|
|
2022
Q3 | $2.15M | Sell |
27,201
-1,396
| -5% | -$110K | 0.17% | 118 |
|
|
2022
Q2 | $2.18M | Buy |
28,597
+422
| +1% | +$32.1K | 0.17% | 114 |
|
|
2022
Q1 | $2.46M | Sell |
28,175
-619
| -2% | -$54.1K | 0.16% | 119 |
|
|
2021
Q4 | $2.83M | Buy |
28,794
+846
| +3% | +$83K | 0.18% | 110 |
|
|
2021
Q3 | $2.72M | Buy |
27,948
+99
| +0.4% | +$9.63K | 0.19% | 111 |
|
|
2021
Q2 | $2.55M | Buy |
27,849
+11,541
| +71% | +$1.06M | 0.2% | 106 |
|
|
2021
Q1 | $1.27M | Buy |
16,308
+3,596
| +28% | +$279K | 0.11% | 174 |
|
|
2020
Q4 | $871K | Buy |
+12,712
| New | +$871K | 0.1% | 176 |
|