XY 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 | – | Sell |
-3,336
| Closed | -$389K | – | 85 |
|
|
2025
Q1 | $389K | Buy |
3,336
+2,130
| +177% | +$249K | 0.11% | 37 |
|
|
2024
Q4 | $152K | Buy |
+1,206
| New | +$152K | 0.07% | 50 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 46 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 51 |
|
|
2023
Q4 | – | Sell |
-7,080
| Closed | -$578K | – | 49 |
|
|
2023
Q3 | $578K | Buy |
+7,080
| New | +$578K | 0.33% | 28 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 68 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 70 |
|