Adero 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
Q1
$243K Buy
2,083
+131
+7% +$15.3K 0.02% 211
2024
Q4
$245K Buy
+1,952
New +$245K 0.02% 200