Viewpoint Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.89M | Sell |
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|
2025
Q2 | $1.71M | Hold |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.55M | Hold |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.15M | Hold |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $998K | Hold |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $975K | Buy |
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|
2022
Q2 | $934K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.22M | Buy |
|