Knollwood Investment Advisory’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
$600K Hold
4,258
0.06% 240
2025
Q1
$497K Hold
4,258
0.05% 257
2024
Q4
$535K Hold
4,258
0.06% 253
2024
Q3
$444K Hold
4,258
0.05% 275
2024
Q2
$414K Buy
+4,258
New +$414K 0.05% 279