Congress Asset Management’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
$1.91M Sell
13,557
-876
-6% -$123K 0.01% 288
2025
Q1
$1.68M Sell
14,433
-100
-0.7% -$11.7K 0.01% 282
2024
Q4
$1.83M Buy
+14,533
New +$1.83M 0.01% 285