Wealth High Governance Capital’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-150,000
Closed -$12.3M 30
2023
Q3
$12.3M Sell
150,000
-100,000
-40% -$8.17M 4.26% 10
2023
Q2
$21.4M Buy
+250,000
New +$21.4M 8.95% 5