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Callan Capital’s Morgan Stanley MS Stock Holding History

Callan Capital’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$361K Buy
3,094
+894
+41% +$104K 0.03% 254
2024
Q4 		$277K Sell
2,200
-1,005
-31% -$126K 0.02% 267
2024
Q3 		$334K Buy
3,205
+857
+36% +$89.3K 0.02% 248
2024
Q2 		$228K Buy
+2,348
New +$228K 0.02% 282