Alpha Family Trust’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$640K Hold
2025
Q2
$567K Buy
2023
Q4
Sell
2023
Q3
$360K Hold
2023
Q2
$376K Hold
2023
Q1
$387K Hold
2022
Q4
$375K Buy
2022
Q3
$204K Buy