SC
Sapient Capital’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
3,400
+4
| +0.1% | +$563 | 0.01% | 256 |
|
|
2025
Q1 | $396K | Sell |
3,396
-409
| -11% | -$47.7K | 0.01% | 261 |
|
|
2024
Q4 | $478K | Sell |
3,805
-300
| -7% | -$37.7K | 0.01% | 245 |
|
|
2024
Q3 | $428K | Sell |
4,105
-3,334
| -45% | -$348K | 0.01% | 271 |
|
|
2024
Q2 | $723K | Sell |
7,439
-1,355
| -15% | -$132K | 0.02% | 196 |
|
|
2024
Q1 | $828K | Sell |
8,794
-360,748
| -98% | -$34M | 0.02% | 192 |
|
|
2023
Q4 | $34.5M | Buy |
+369,542
| New | +$34.5M | 0.89% | 28 |
|