SAI
Savvy Advisors Inc’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
12,595
+579
| +5% | +$81.6K | 0.12% | 133 |
|
|
2025
Q1 | $1.4M | Buy |
12,016
+460
| +4% | +$53.7K | 0.14% | 123 |
|
|
2024
Q4 | $1.45M | Buy |
11,556
+7,648
| +196% | +$962K | 0.17% | 102 |
|
|
2024
Q3 | $407K | Buy |
3,908
+1,552
| +66% | +$162K | 0.08% | 207 |
|
|
2024
Q2 | $229K | Buy |
+2,356
| New | +$229K | 0.07% | 264 |
|