Greystone Financial Group’s Morgan Stanley MS Stock Holding History

Greystone Financial Group’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.1M	Sell
2025 Q2	$13.7M	Sell
2025 Q1	$11.4M	Sell
2024 Q4	$12.6M	Sell
2024 Q3	$11.8M	Buy
2024 Q2	$9.39M	Sell
2024 Q1	$9.96M	Buy
2023 Q4	$9.64M	Buy
2023 Q3	$6.56M	Buy
2023 Q2	$4.08M	Buy