BBR Partners’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,860
Closed -$328K 178
2022
Q4
$328K Buy
3,860
+58
+2% +$4.93K 0.04% 132
2022
Q3
$300K Buy
+3,802
New +$300K 0.04% 136