Broyhill Asset 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
$551K Hold
3,915
0.5% 49
2025
Q1
$457K Buy
3,915
+248
+7% +$28.9K 0.37% 53
2024
Q4
$461K Buy
+3,667
New +$461K 0.41% 48