Brentview Investment 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
$5.42M Sell
38,463
-703
-2% -$99K 2.74% 11
2025
Q1
$4.57M Buy
39,166
+2,012
+5% +$235K 2.43% 15
2024
Q4
$4.67M Buy
+37,154
New +$4.67M 2.65% 13