Close Asset Management’s Morgan Stanley MS Stock Holding History

Close Asset Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$103K	Hold
2025 Q2	$92K	Buy
2025 Q1	$23K	Hold
2024 Q4	$25K	Hold
2024 Q3	$21K	Buy
2021 Q3	–	Sell
2021 Q2	$31K	Hold
2021 Q1	$26K	Buy
2017 Q1	–	Sell
2016 Q4	$59K	Buy