Cary Street Partners’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	$5.66M	Buy	40,195 +15,142	+60%	+$2.13M	0.16%	149
2025 Q1	$2.92M	Sell	25,053 -776	-3%	-$90.5K	0.09%	223
2024 Q4	$3.25M	Buy	+25,829	New	+$3.25M	0.11%	188