Zenyatta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.3M | Sell |
35,000
-90,000
| -72% | -$8.47M | 4.43% | 10 |
|
|
2023
Q4 | $11.7M | Buy |
125,000
+60,000
| +92% | +$5.6M | 4.52% | 8 |
|
|
2023
Q3 | $5.31M | Buy |
65,000
+57,500
| +767% | +$4.7M | 2.88% | 15 |
|
|
2023
Q2 | $641K | Buy |
+7,500
| New | +$641K | 0.41% | 27 |
|
|
2023
Q1 | – | Sell |
-15,000
| Closed | -$1.28M | – | 32 |
|
|
2022
Q4 | $1.28M | Buy |
+15,000
| New | +$1.28M | 0.71% | 31 |
|