Coastal Bridge Advisors’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
$624K Buy
4,430
+1,075
+32% +$151K 0.05% 262
2025
Q1
$391K Buy
+3,355
New +$391K 0.1% 177