Viewpoint 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 | $1.71M | Hold |
12,119
| – | – | 0.84% | 35 |
|
|
2025
Q1 | $1.41M | Sell |
12,119
-200
| -2% | -$23.3K | 0.76% | 39 |
|
|
2024
Q4 | $1.55M | Hold |
12,319
| – | – | 0.81% | 35 |
|
|
2024
Q3 | $1.28M | Hold |
12,319
| – | – | 0.72% | 36 |
|
|
2024
Q2 | $1.2M | Buy |
12,319
+104
| +0.9% | +$10.1K | 0.73% | 31 |
|
|
2024
Q1 | $1.15M | Hold |
12,215
| – | – | 0.73% | 34 |
|
|
2023
Q4 | $1.14M | Hold |
12,215
| – | – | 0.8% | 30 |
|
|
2023
Q3 | $998K | Hold |
12,215
| – | – | 0.8% | 33 |
|
|
2023
Q2 | $1.04M | Hold |
12,215
| – | – | 0.81% | 33 |
|
|
2023
Q1 | $1.07M | Sell |
12,215
-70
| -0.6% | -$6.15K | 0.96% | 31 |
|
|
2022
Q4 | $1.04M | Sell |
12,285
-50
| -0.4% | -$4.25K | 1.01% | 30 |
|
|
2022
Q3 | $975K | Buy |
12,335
+50
| +0.4% | +$3.95K | 0.96% | 28 |
|
|
2022
Q2 | $934K | Sell |
12,285
-164
| -1% | -$12.5K | 0.88% | 31 |
|
|
2022
Q1 | $1.09M | Buy |
12,449
+50
| +0.4% | +$4.37K | 0.84% | 31 |
|
|
2021
Q4 | $1.22M | Buy |
+12,399
| New | +$1.22M | 0.88% | 30 |
|