SMA
Sage Mountain Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
7,713
+513
| +7% | +$72.3K | 0.07% | 129 |
|
|
2025
Q1 | $840K | Buy |
7,200
+359
| +5% | +$41.9K | 0.06% | 147 |
|
|
2024
Q4 | $860K | Buy |
6,841
+689
| +11% | +$86.6K | 0.06% | 140 |
|
|
2024
Q3 | $641K | Buy |
6,152
+344
| +6% | +$35.9K | 0.05% | 162 |
|
|
2024
Q2 | $565K | Buy |
5,808
+1,492
| +35% | +$145K | 0.05% | 160 |
|
|
2024
Q1 | $406K | Buy |
4,316
+676
| +19% | +$63.7K | 0.04% | 192 |
|
|
2023
Q4 | $339K | Sell |
3,640
-812
| -18% | -$75.7K | 0.04% | 182 |
|
|
2023
Q3 | $364K | Sell |
4,452
-707
| -14% | -$57.7K | 0.05% | 156 |
|
|
2023
Q2 | $441K | Sell |
5,159
-434
| -8% | -$37.1K | 0.06% | 126 |
|
|
2023
Q1 | $491K | Buy |
5,593
+3,035
| +119% | +$266K | 0.08% | 100 |
|
|
2022
Q4 | $217K | Buy |
+2,558
| New | +$217K | 0.05% | 147 |
|
|
2022
Q3 | – | Sell |
-4,037
| Closed | -$307K | – | 395 |
|
|
2022
Q2 | $307K | Sell |
4,037
-50
| -1% | -$3.8K | 0.05% | 333 |
|
|
2022
Q1 | $357K | Sell |
4,087
-1,478
| -27% | -$129K | 0.06% | 342 |
|
|
2021
Q4 | $546K | Buy |
5,565
+1,482
| +36% | +$145K | 0.07% | 281 |
|
|
2021
Q3 | $397K | Buy |
4,083
+29
| +0.7% | +$2.82K | 0.06% | 294 |
|
|
2021
Q2 | $372K | Buy |
+4,054
| New | +$372K | 0.06% | 279 |
|