West Branch Capital’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 | $250K | Buy |
1,774
+1,445
| +439% | +$204K | 0.07% | 76 |
|
|
2025
Q1 | $38.4K | Sell |
329
-966
| -75% | -$113K | 0.01% | 169 |
|
|
2024
Q4 | $163K | Buy |
1,295
+972
| +301% | +$122K | 0.05% | 93 |
|
|
2024
Q3 | $33.7K | Buy |
323
+5
| +2% | +$521 | 0.01% | 180 |
|
|
2024
Q2 | $30.9K | Hold |
318
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $29.9K | Hold |
318
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $29.7K | Hold |
318
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $26K | Sell |
318
-30
| -9% | -$2.45K | 0.01% | 201 |
|
|
2023
Q2 | $29.7K | Buy |
+348
| New | +$29.7K | 0.01% | 199 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$1.79K | – | 463 |
|
|
2022
Q4 | $1.79K | Hold |
21
| – | – | ﹤0.01% | 394 |
|
|
2022
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 407 |
|