J. Safra Sarasin Holding’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 | $3.45M | Sell |
24,501
-5,681
| -19% | -$800K | 0.06% | 159 |
|
|
2025
Q1 | $3.52M | Buy |
30,182
+17,824
| +144% | +$2.08M | 0.06% | 154 |
|
|
2024
Q4 | $1.55M | Sell |
12,358
-1,133
| -8% | -$142K | 0.03% | 258 |
|
|
2024
Q3 | $1.41M | Sell |
13,491
-4,977
| -27% | -$519K | 0.02% | 274 |
|
|
2024
Q2 | $1.79M | Buy |
+18,468
| New | +$1.79M | 0.03% | 236 |
|