Alexis Investment Partners’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
-1,994
Closed -$233K 46
2025
Q1
$233K Sell
1,994
-1,222
-38% -$143K 0.11% 45
2024
Q4
$404K Buy
+3,216
New +$404K 0.2% 39