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Clearstead Trust’s Morgan Stanley MS Stock Holding History

Clearstead Trust’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 		$104K Sell
738
-340
-32% -$47.9K 0.02% 236
2025
Q1 		$126K Sell
1,078
-122
-10% -$14.2K 0.03% 189
2024
Q4 		$151K Buy
+1,200
New +$151K 0.03% 173