Y-Intercept (HK)’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 | $1.81M | Sell |
12,871
-53,061
| -80% | -$7.47M | 0.04% | 652 |
|
|
2025
Q1 | $7.69M | Buy |
65,932
+56,055
| +568% | +$6.54M | 0.52% | 19 |
|
|
2024
Q4 | $1.24M | Buy |
9,877
+6,163
| +166% | +$775K | 0.08% | 347 |
|
|
2024
Q3 | $387K | Sell |
3,714
-16,465
| -82% | -$1.72M | 0.02% | 904 |
|
|
2024
Q2 | $1.96M | Buy |
+20,179
| New | +$1.96M | 0.11% | 254 |
|
|
2023
Q3 | – | Sell |
-7,334
| Closed | -$626K | – | 1399 |
|
|
2023
Q2 | $626K | Buy |
7,334
+1,765
| +32% | +$151K | 0.07% | 478 |
|
|
2023
Q1 | $489K | Sell |
5,569
-6,112
| -52% | -$537K | 0.06% | 542 |
|
|
2022
Q4 | $993K | Sell |
11,681
-28,239
| -71% | -$2.4M | 0.15% | 200 |
|
|
2022
Q3 | $3.15M | Buy |
+39,920
| New | +$3.15M | 0.32% | 62 |
|
|
2022
Q2 | – | Sell |
-21,524
| Closed | -$1.88M | – | 1074 |
|
|
2022
Q1 | $1.88M | Buy |
21,524
+3,749
| +21% | +$328K | 0.43% | 37 |
|
|
2021
Q4 | $1.75M | Sell |
17,775
-19,878
| -53% | -$1.95M | 0.41% | 47 |
|
|
2021
Q3 | $3.66M | Buy |
+37,653
| New | +$3.66M | 0.67% | 15 |
|