Morgan Stanley’s Upexi UPXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
672
+669
| +22,300% | +$1.99K | ﹤0.01% | 7218 |
|
|
2025
Q1 | $6 | Buy |
+3
| New | +$6 | ﹤0.01% | 8026 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$587 | – | 7704 |
|
|
2023
Q1 | $587 | Hold |
7
| – | – | ﹤0.01% | 7415 |
|
|
2022
Q4 | $435 | Hold |
7
| – | – | ﹤0.01% | 7575 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 7608 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 7708 |
|