Sandler Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-19,954
| Closed | -$2.51M | – | 145 |
|
2024
Q4 | $2.51M | Buy |
+19,954
| New | +$2.51M | 0.26% | 89 |
|
2024
Q2 | – | Sell |
-60,950
| Closed | -$5.74M | – | 131 |
|
2024
Q1 | $5.74M | Buy |
+60,950
| New | +$5.74M | 0.42% | 62 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 90 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 105 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 112 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 108 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 88 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 81 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 89 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 118 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 107 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 106 |
|