Sunpointe’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
$374K Buy
2,657
+87
+3% +$12.3K 0.15% 142
2025
Q1
$300K Sell
2,570
-216
-8% -$25.2K 0.16% 119
2024
Q4
$350K Buy
2,786
+27
+1% +$3.4K 0.18% 113
2024
Q3
$288K Buy
+2,759
New +$288K 0.24% 107