Ashford Capital Management’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
$376K Sell
2,670
-1,540
-37% -$217K 0.04% 89
2025
Q1
$491K Buy
+4,210
New +$491K 0.06% 84