De Lisle Partners’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
$704K Hold
5,000
0.1% 149
2025
Q1
$583K Hold
5,000
0.1% 162
2024
Q4
$629K Hold
5,000
0.09% 167
2024
Q3
$521K Buy
+5,000
New +$521K 0.08% 166