J. Safra Asset Management’s Morgan Stanley MS Stock Holding History

J. Safra Asset Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$123K	Buy
2024 Q3	$59.1K	Hold
2024 Q2	$55.2K	Buy
2022 Q2	–	Sell
2022 Q1	$0	Buy
2016 Q3	–	Sell
2016 Q2	$355K	Sell
2016 Q1	$1.37M	Sell
2015 Q4	$3.78M	Buy