X-Square Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $646K | Hold |
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|
2025
Q2 | $573K | Buy |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $445K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $479K | Buy |
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|
2021
Q2 | $444K | Buy |
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