Gallagher Capital Advisors’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
$1.42M Buy
9,969
+70
+0.7% +$9.97K 1.15% 28
2025
Q1
$1.15M Buy
9,899
+394
+4% +$46K 0.88% 31
2024
Q4
$1.2M Buy
+9,505
New +$1.2M 0.87% 28