Washburn 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 | $774K | Buy |
5,496
+6
| +0.1% | +$845 | 0.45% | 29 |
|
|
2025
Q1 | $641K | Sell |
5,490
-196
| -3% | -$22.9K | 0.42% | 28 |
|
|
2024
Q4 | $715K | Buy |
5,686
+6
| +0.1% | +$754 | 0.44% | 25 |
|
|
2024
Q3 | $592K | Sell |
5,680
-896
| -14% | -$93.4K | 0.42% | 23 |
|
|
2024
Q2 | $639K | Sell |
6,576
-865
| -12% | -$84.1K | 0.46% | 25 |
|
|
2024
Q1 | $701K | Sell |
7,441
-3,290
| -31% | -$310K | 0.52% | 26 |
|
|
2023
Q4 | $1M | Sell |
10,731
-195
| -2% | -$18.2K | 0.75% | 20 |
|
|
2023
Q3 | $892K | Sell |
10,926
-190
| -2% | -$15.5K | 0.75% | 23 |
|
|
2023
Q2 | $949K | Sell |
11,116
-2,175
| -16% | -$186K | 0.79% | 21 |
|
|
2023
Q1 | $1.17M | Sell |
13,291
-1,810
| -12% | -$159K | 1.01% | 17 |
|
|
2022
Q4 | $1.28M | Buy |
15,101
+496
| +3% | +$42.2K | 1.17% | 15 |
|
|
2022
Q3 | $1.15M | Buy |
14,605
+680
| +5% | +$53.7K | 1.1% | 18 |
|
|
2022
Q2 | $1.06M | Buy |
13,925
+1,110
| +9% | +$84.4K | 0.91% | 20 |
|
|
2022
Q1 | $1.12M | Buy |
12,815
+1,950
| +18% | +$170K | 0.73% | 23 |
|
|
2021
Q4 | $1.07M | Buy |
10,865
+1,375
| +14% | +$135K | 0.63% | 25 |
|
|
2021
Q3 | $923K | Buy |
9,490
+1,770
| +23% | +$172K | 0.6% | 29 |
|
|
2021
Q2 | $708K | Buy |
7,720
+660
| +9% | +$60.5K | 0.47% | 33 |
|
|
2021
Q1 | $548K | Buy |
7,060
+3,330
| +89% | +$258K | 0.37% | 43 |
|
|
2020
Q4 | $256K | Buy |
+3,730
| New | +$256K | 0.18% | 54 |
|