Grimes & Company’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
$407K Buy
2,893
+767
+36% +$108K 0.01% 296
2025
Q1
$248K Buy
2,126
+410
+24% +$47.8K 0.01% 315
2024
Q4
$216K Buy
+1,716
New +$216K 0.01% 356