Laurie J. Hall Trustee’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
$2.54M Hold
18,000
0.84% 37
2025
Q1
$2.1M Hold
18,000
0.75% 42
2024
Q4
$2.26M Hold
18,000
0.74% 41
2024
Q3
$1.88M Buy
+18,000
New +$1.88M 0.59% 51