SAG
SageView Advisory Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
3,248
+188
| +6% | +$26.8K | 0.02% | 389 |
|
|
2025
Q1 | $357K | Sell |
3,060
-3,875
| -56% | -$452K | 0.02% | 421 |
|
|
2024
Q4 | $872K | Buy |
6,935
+361
| +5% | +$45.4K | 0.04% | 240 |
|
|
2024
Q3 | $685K | Sell |
6,574
-5,228
| -44% | -$545K | 0.03% | 250 |
|
|
2024
Q2 | $1.15M | Buy |
11,802
+11,212
| +1,900% | +$1.09M | 0.05% | 204 |
|
|
2024
Q1 | $212K | Sell |
590
-10,259
| -95% | -$3.68M | 0.01% | 501 |
|
|
2023
Q4 | $951K | Buy |
10,849
+7,797
| +255% | +$683K | 0.04% | 264 |
|
|
2023
Q3 | $249K | Buy |
3,052
+114
| +4% | +$9.31K | 0.01% | 462 |
|
|
2023
Q2 | $251K | Sell |
2,938
-31
| -1% | -$2.65K | 0.01% | 480 |
|
|
2023
Q1 | $261K | Sell |
2,969
-226
| -7% | -$19.8K | 0.02% | 413 |
|
|
2022
Q4 | $272K | Buy |
+3,195
| New | +$272K | 0.02% | 344 |
|