J. Safra Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $217K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $123K | Hold |
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|
2025
Q1 | $102K | Sell |
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|
2024
Q4 | $123K | Buy |
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|
2024
Q3 | $59.1K | Hold |
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|
2024
Q2 | $55.2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $355K | Sell |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $3.78M | Buy |
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