Evelyn Partners Investment 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	$1.62M	Buy	21,631 +18,984	+717%	+$1.42M	0.07%	84
2025 Q1	$1.46M	Buy	+2,647	New	+$1.46M	0.07%	89