Vestor Capital’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 | $163K | Sell |
1,385
-144,802
| -99% | -$17M | 0.01% | 157 |
|
|
2025
Q1 | $17.1M | Buy |
146,187
+26,042
| +22% | +$3.04M | 1.4% | 24 |
|
|
2024
Q4 | $15.1M | Sell |
120,145
-763
| -0.6% | -$95.9K | 1.15% | 20 |
|
|
2024
Q3 | $12.6M | Buy |
120,908
+83,366
| +222% | +$8.69M | 0.99% | 25 |
|
|
2024
Q2 | $3.65M | Sell |
37,542
-799
| -2% | -$77.7K | 0.29% | 58 |
|
|
2024
Q1 | $3.61M | Sell |
38,341
-1,085
| -3% | -$102K | 0.3% | 66 |
|
|
2023
Q4 | $3.68M | Sell |
39,426
-4,084
| -9% | -$381K | 0.35% | 62 |
|
|
2023
Q3 | $3.55M | Sell |
43,510
-388
| -0.9% | -$31.7K | 0.39% | 62 |
|
|
2023
Q2 | $3.75M | Sell |
43,898
-251
| -0.6% | -$21.4K | 0.4% | 58 |
|
|
2023
Q1 | $3.88M | Buy |
+44,149
| New | +$3.88M | 0.46% | 64 |
|