Sachetta’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 | $348K | Buy |
2,474
+42
| +2% | +$5.92K | 0.14% | 112 |
|
2025
Q1 | $284K | Sell |
2,432
-28
| -1% | -$3.27K | 0.12% | 119 |
|
2024
Q4 | $309K | Sell |
2,460
-73
| -3% | -$9.18K | 0.12% | 122 |
|
2024
Q3 | $264K | Buy |
2,533
+47
| +2% | +$4.9K | 0.1% | 132 |
|
2024
Q2 | $258K | Sell |
2,486
-19
| -0.8% | -$1.97K | 0.11% | 130 |
|
2024
Q1 | $234K | Hold |
2,505
| – | – | 0.11% | 128 |
|
2023
Q4 | $234K | Buy |
+2,505
| New | +$234K | 0.11% | 128 |
|