Vise Technologies’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 | $6.33M | Buy |
+44,949
| New | +$6.33M | 0.26% | 75 |
|
2024
Q4 | $3.86M | Buy |
30,740
+9,527
| +45% | +$1.2M | 0.32% | 57 |
|
2024
Q3 | $2.21M | Buy |
21,213
+6,006
| +39% | +$626K | 0.28% | 78 |
|
2024
Q2 | $1.48M | Buy |
15,207
+1,680
| +12% | +$163K | 0.26% | 86 |
|
2024
Q1 | $1.27M | Sell |
13,527
-33
| -0.2% | -$3.11K | 0.25% | 88 |
|
2023
Q4 | $1.26M | Sell |
13,560
-2,921
| -18% | -$272K | 0.27% | 87 |
|
2023
Q3 | $1.35M | Sell |
16,481
-3,783
| -19% | -$309K | 0.33% | 78 |
|
2023
Q2 | $1.73M | Buy |
20,264
+159
| +0.8% | +$13.6K | 0.42% | 54 |
|
2023
Q1 | $1.77M | Buy |
20,105
+3,007
| +18% | +$264K | 0.47% | 48 |
|
2022
Q4 | $1.45M | Buy |
17,098
+2,324
| +16% | +$198K | 0.46% | 49 |
|
2022
Q3 | $1.17M | Buy |
14,774
+3,572
| +32% | +$282K | 0.44% | 47 |
|
2022
Q2 | $852K | Buy |
11,202
+4,678
| +72% | +$356K | 0.33% | 68 |
|
2022
Q1 | $570K | Buy |
+6,524
| New | +$570K | 0.21% | 114 |
|