Evelyn Partners Investment Management Services’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
$26.1K Sell
180
-2,587
-93% -$375K ﹤0.01% 173
2025
Q1
$21.6K Buy
+2,767
New +$21.6K ﹤0.01% 164