Morgan Stanley’s CXApp CXAI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.34K Sell
2,191
-602
-22% -$644 ﹤0.01% 7193
2025
Q1
$2.51K Hold
2,793
﹤0.01% 7131
2024
Q4
$5.08K Sell
2,793
-267
-9% -$486 ﹤0.01% 7008
2024
Q3
$5.14K Sell
3,060
-5,840
-66% -$9.81K ﹤0.01% 6913
2024
Q2
$18K Sell
8,900
-27,885
-76% -$56.3K ﹤0.01% 6502
2024
Q1
$90.1K Sell
36,785
-98,185
-73% -$241K ﹤0.01% 6035
2023
Q4
$174K Buy
134,970
+125,078
+1,264% +$161K ﹤0.01% 5994
2023
Q3
$17.9K Buy
9,892
+4,703
+91% +$8.51K ﹤0.01% 6520
2023
Q2
$56.7K Buy
5,189
+4,522
+678% +$49.4K ﹤0.01% 6165
2023
Q1
$1.21K Buy
+667
New +$1.21K ﹤0.01% 7325
2021
Q4
Sell
-116
Closed -$1K 7993
2021
Q3
$1K Buy
116
+44
+61% +$379 ﹤0.01% 7762
2021
Q2
$1K Sell
72
-53
-42% -$736 ﹤0.01% 7599
2021
Q1
$1K Buy
+125
New +$1K ﹤0.01% 7336