Clarendon Private’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
$1.21M Buy
8,571
+1,255
+17% +$177K 1.16% 18
2025
Q1
$854K Buy
7,316
+218
+3% +$25.4K 0.9% 33
2024
Q4
$892K Buy
+7,098
New +$892K 0.93% 25