Westend 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 | $6.62K | Hold |
47
| – | – | ﹤0.01% | 151 |
|
|
2025
Q1 | $5.48K | Hold |
47
| – | – | ﹤0.01% | 147 |
|
|
2024
Q4 | $5.91K | Hold |
47
| – | – | ﹤0.01% | 152 |
|
|
2024
Q3 | $4.9K | Hold |
47
| – | – | ﹤0.01% | 168 |
|
|
2024
Q2 | $4.66K | Hold |
47
| – | – | ﹤0.01% | 149 |
|
|
2024
Q1 | $4.43K | Buy |
+47
| New | +$4.43K | ﹤0.01% | 177 |
|
|
2014
Q1 | – | Sell |
-57,400
| Closed | -$1.8M | – | 68 |
|
|
2013
Q4 | $1.8M | Buy |
+57,400
| New | +$1.8M | 1.93% | 21 |
|
|
2013
Q2 | $1.73M | Buy |
+70,680
| New | +$1.73M | 1.79% | 29 |
|