AlTi Global’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 | $1.87M | Buy |
13,192
+357
| +3% | +$50.5K | 0.05% | 165 |
|
|
2025
Q1 | $1.5M | Sell |
12,835
-904
| -7% | -$105K | 0.04% | 171 |
|
|
2024
Q4 | $1.89M | Buy |
13,739
+1,779
| +15% | +$244K | 0.05% | 155 |
|
|
2024
Q3 | $1.25M | Sell |
11,960
-45,427
| -79% | -$4.74M | 0.03% | 198 |
|
|
2024
Q2 | $5.58M | Sell |
57,387
-24,142
| -30% | -$2.35M | 0.15% | 74 |
|
|
2024
Q1 | $7.68M | Sell |
81,529
-28,735
| -26% | -$2.71M | 0.21% | 61 |
|
|
2023
Q4 | $10.3M | Buy |
+110,264
| New | +$10.3M | 0.31% | 44 |
|