LA
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Lane & Associates’s Morgan Stanley MS Stock Holding History

Lane & Associates’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$313K Sell
2,680
-209
-7% -$24.4K 0.17% 93
2024
Q4 		$400K Sell
2,889
-62
-2% -$8.58K 0.21% 81
2024
Q3 		$308K Buy
+2,951
New +$308K 0.17% 91