Morgan Stanley CAPITAL GROUP CORE BALANCED Transaction History

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Number of Shares
3,472,022
Previous 2,402,025 44.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
1,069,997 Added 44.55%
3,472,022 $0
Q2 2025

Aug 15, 2025
BUY
N/A
203,011 Added 9.23%
2,402,025 $0
Q1 2025

May 15, 2025
BUY
N/A
376,059 Added 20.63%
2,199,014 $0
Q4 2024

Feb 14, 2025
BUY
N/A
566,118 Added 45.04%
1,822,955 $0
Q3 2024

May 14, 2025
BUY
N/A
513,918 Added 69.18%
1,256,837 $0
Q3 2024

Nov 14, 2024
BUY
N/A
513,918 Added 69.18%
1,256,837 $0
Q2 2024

May 14, 2025
SELL
N/A
-1,080,036 Reduced 59.25%
742,919 $0
Q2 2024

Oct 17, 2024
BUY
N/A
666,200 Added 868.36%
742,919 $0
Q2 2024

Aug 14, 2024
BUY
N/A
666,200 Added 868.36%
742,919 $0
Q1 2024

Oct 17, 2024
SELL
N/A
-666,200 Reduced 89.67%
76,719 $0
Q1 2024

Aug 16, 2024
SELL
N/A
-666,200 Reduced 89.67%
76,719 $0
Q1 2024

May 15, 2024
BUY
N/A
76,719 New
76,719 $0
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