Versant Capital Management’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 | $587K | Buy |
4,165
+586
| +16% | +$82.5K | 0.09% | 141 |
|
2025
Q1 | $418K | Buy |
3,579
+1,313
| +58% | +$153K | 0.07% | 195 |
|
2024
Q4 | $285K | Buy |
2,266
+43
| +2% | +$5.41K | 0.06% | 140 |
|
2024
Q3 | $232K | Buy |
2,223
+1,706
| +330% | +$178K | 0.05% | 142 |
|
2024
Q2 | $50.2K | Buy |
517
+512
| +10,240% | +$49.8K | 0.01% | 371 |
|
2024
Q1 | $471 | Sell |
5
-46
| -90% | -$4.33K | ﹤0.01% | 1707 |
|
2023
Q4 | $4.76K | Buy |
51
+9
| +21% | +$839 | ﹤0.01% | 985 |
|
2023
Q3 | $3.43K | Buy |
42
+22
| +110% | +$1.8K | ﹤0.01% | 1115 |
|
2023
Q2 | $1.71K | Sell |
20
-1
| -5% | -$85 | ﹤0.01% | 1431 |
|
2023
Q1 | $1.84K | Buy |
+21
| New | +$1.84K | ﹤0.01% | 1291 |
|
2016
Q1 | – | Sell |
-18
| Closed | – | – | 1409 |
|
2015
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1398 |
|