CFO
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Callan Family Office’s Morgan Stanley MS Stock Holding History

Callan Family Office’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
Q2 		$4.03M Buy
28,599
+15,827
+124% +$2.23M 0.13% 178
2025
Q1 		$1.49M Sell
12,772
-12,648
-50% -$1.48M 0.11% 163
2024
Q4 		$3.2M Buy
+25,420
New +$3.2M 0.2% 98