Sage Mountain Advisors’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
Q2 | $1.09M | Buy |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $372K | Buy |
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