EHC
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Everett Harris & Co’s Morgan Stanley MS Stock Holding History

Everett Harris & Co’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$301K Hold
2,134
– – ﹤0.01% 270
2025
Q1 		$249K Hold
2,134
– – ﹤0.01% 288
2024
Q4 		$268K Sell
2,134
-97
-4% -$12.2K ﹤0.01% 256
2024
Q3 		$233K Hold
2,231
– – ﹤0.01% 257
2024
Q2 		$217K Buy
+2,231
New +$217K ﹤0.01% 258