Sierra Ocean’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
740
+22
+3% +$3.1K 0.08% 102
2025
Q1
$83.8K Buy
718
+208
+41% +$24.3K 0.07% 115
2024
Q4
$64.2K Buy
+510
New +$64.2K 0.05% 134