Kennedy Investment Group’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	$237K	Buy	+1,682	New	+$237K	0.1%	120
2024 Q1	–	Sell	-2,612	Closed	-$244K	–	127
2023 Q4	$244K	Buy	2,612 +11	+0.4%	+$1.03K	0.14%	105
2023 Q3	$212K	Buy	2,601 +10	+0.4%	+$817	0.13%	108
2023 Q2	$221K	Buy	+2,591	New	+$221K	0.13%	107