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SGL Investment Advisors’s Morgan Stanley MS Stock Holding History

SGL Investment Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$734K Buy
5,204
+2,659
+104% +$375K 0.35% 60
2025
Q1 		$310K Buy
2,545
+591
+30% +$72K 0.16% 88
2024
Q4 		$268K Buy
+1,954
New +$268K 0.14% 93