Biltmore Family Office’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
$227K Buy
+1,609
New +$227K 0.04% 192
2022
Q1
Sell
-2,626
Closed -$258K 230
2021
Q4
$258K Buy
+2,626
New +$258K 0.05% 177