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Lewis Asset Management’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
1,841
+97
+6% +$13.7K 0.12% 152
2025
Q1
$203K Sell
1,744
-19
-1% -$2.22K 0.17% 124
2024
Q4
$222K Sell
1,763
-275
-13% -$34.6K 0.17% 120
2024
Q3
$212K Buy
+2,038
New +$212K 0.16% 125