Sivia Capital Partners’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 | $362K | Sell |
2,567
-7
| -0.3% | -$986 | 0.11% | 219 |
|
|
2025
Q1 | $300K | Sell |
2,574
-174
| -6% | -$20.3K | 0.14% | 159 |
|
|
2024
Q4 | $346K | Buy |
2,748
+87
| +3% | +$10.9K | 0.17% | 96 |
|
|
2024
Q3 | $277K | Buy |
2,661
+399
| +18% | +$41.6K | 0.16% | 128 |
|
|
2024
Q2 | $220K | Sell |
2,262
-7
| -0.3% | -$680 | 0.15% | 157 |
|
|
2024
Q1 | $214K | Sell |
2,269
-30
| -1% | -$2.83K | 0.15% | 161 |
|
|
2023
Q4 | $214K | Buy |
+2,299
| New | +$214K | 0.16% | 151 |
|