Sage Rhino Capital’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 | $1.14M | Buy |
8,097
+3
| +0% | +$423 | 0.24% | 81 |
|
|
2025
Q1 | $944K | Sell |
8,094
-143
| -2% | -$16.7K | 0.22% | 86 |
|
|
2024
Q4 | $1.04M | Sell |
8,237
-194
| -2% | -$24.4K | 0.23% | 86 |
|
|
2024
Q3 | $879K | Sell |
8,431
-450
| -5% | -$46.9K | 0.19% | 101 |
|
|
2024
Q2 | $863K | Sell |
8,881
-593
| -6% | -$57.6K | 0.21% | 94 |
|
|
2024
Q1 | $892K | Buy |
9,474
+674
| +8% | +$63.5K | 0.21% | 93 |
|
|
2023
Q4 | $821K | Sell |
8,800
-70
| -0.8% | -$6.53K | 0.21% | 92 |
|
|
2023
Q3 | $724K | Sell |
8,870
-38
| -0.4% | -$3.1K | 0.2% | 97 |
|
|
2023
Q2 | $761K | Sell |
8,908
-784
| -8% | -$67K | 0.21% | 93 |
|
|
2023
Q1 | $851K | Buy |
9,692
+253
| +3% | +$22.2K | 0.25% | 77 |
|
|
2022
Q4 | $803K | Buy |
9,439
+40
| +0.4% | +$3.4K | 0.26% | 77 |
|
|
2022
Q3 | $743K | Buy |
9,399
+132
| +1% | +$10.4K | 0.3% | 59 |
|
|
2022
Q2 | $705K | Buy |
9,267
+1,130
| +14% | +$86K | 0.27% | 63 |
|
|
2022
Q1 | $711K | Sell |
8,137
-2,256
| -22% | -$197K | 0.22% | 85 |
|
|
2021
Q4 | $1.02M | Sell |
10,393
-323
| -3% | -$31.7K | 0.29% | 62 |
|
|
2021
Q3 | $1.04M | Sell |
10,716
-7,045
| -40% | -$686K | 0.32% | 58 |
|
|
2021
Q2 | $1.63M | Buy |
17,761
+413
| +2% | +$37.9K | 0.48% | 38 |
|
|
2021
Q1 | $1.35M | Buy |
+17,348
| New | +$1.35M | 0.44% | 40 |
|