X-Square 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 | $573K | Buy |
4,065
+1
| +0% | +$141 | 0.21% | 108 |
|
|
2025
Q1 | $474K | Buy |
4,064
+1
| +0% | +$117 | 0.2% | 108 |
|
|
2024
Q4 | $511K | Sell |
4,063
-5
| -0.1% | -$629 | 0.21% | 109 |
|
|
2024
Q3 | $424K | Buy |
4,068
+1
| +0% | +$104 | 0.19% | 112 |
|
|
2024
Q2 | $395K | Sell |
4,067
-248
| -6% | -$24.1K | 0.18% | 116 |
|
|
2024
Q1 | $392K | Buy |
4,315
+1
| +0% | +$91 | 0.19% | 111 |
|
|
2023
Q4 | $402K | Sell |
4,314
-707
| -14% | -$65.9K | 0.22% | 115 |
|
|
2023
Q3 | $429K | Hold |
5,021
| – | – | 0.29% | 97 |
|
|
2023
Q2 | $429K | Sell |
5,021
-48
| -0.9% | -$4.1K | 0.29% | 97 |
|
|
2023
Q1 | $445K | Buy |
5,069
+131
| +3% | +$11.5K | 0.26% | 107 |
|
|
2022
Q4 | $420K | Buy |
4,938
+1
| +0% | +$85 | 0.24% | 113 |
|
|
2022
Q3 | $390K | Buy |
4,937
+2
| +0% | +$158 | 0.25% | 105 |
|
|
2022
Q2 | $375K | Sell |
4,935
-64
| -1% | -$4.86K | 0.23% | 106 |
|
|
2022
Q1 | $437K | Buy |
4,999
+6
| +0.1% | +$525 | 0.23% | 103 |
|
|
2021
Q4 | $490K | Buy |
4,993
+70
| +1% | +$6.87K | 0.25% | 98 |
|
|
2021
Q3 | $479K | Buy |
4,923
+78
| +2% | +$7.59K | 0.25% | 96 |
|
|
2021
Q2 | $444K | Buy |
+4,845
| New | +$444K | 0.21% | 98 |
|