VCM
Voleon Capital Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
27,300
-47,259
| -63% | -$6.66M | 0.21% | 117 |
|
|
2025
Q1 | $8.7M | Buy |
74,559
+11,703
| +19% | +$1.37M | 0.68% | 31 |
|
|
2024
Q4 | $7.9M | Buy |
+62,856
| New | +$7.9M | 0.59% | 35 |
|
|
2022
Q3 | – | Sell |
-500,000
| Closed | -$38M | – | 4 |
|
|
2022
Q2 | $38M | Buy |
+500,000
| New | +$38M | 10.86% | 4 |
|
|
2022
Q1 | – | Sell |
-600,000
| Closed | -$58.9M | – | 11 |
|
|
2021
Q4 | $58.9M | Buy |
+600,000
| New | +$58.9M | 9.83% | 5 |
|
|
2020
Q1 | – | Sell |
-402,000
| Closed | -$20.6M | – | 85 |
|
|
2019
Q4 | $20.6M | Buy |
+402,000
| New | +$20.6M | 1.19% | 18 |
|
|
2019
Q3 | – | Sell |
-246,000
| Closed | -$10.8M | – | 212 |
|
|
2019
Q2 | $10.8M | Buy |
+246,000
| New | +$10.8M | 0.62% | 41 |
|