Sutton Place Investors’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,324
Closed -$292K 129
2024
Q4
$292K Buy
2,324
+102
+5% +$12.8K 0.17% 101
2024
Q3
$232K Buy
2,222
+91
+4% +$9.49K 0.14% 116
2024
Q2
$207K Buy
+2,131
New +$207K 0.14% 114