LM Advisors’s Morgan Stanley MS Stock Holding History

LM Advisors’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$860K	Buy
2025 Q1	$670K	Buy
2024 Q4	$719K	Hold
2024 Q3	$596K	Sell
2024 Q2	$1.14M	Sell
2024 Q1	$1.9M	Sell
2023 Q4	$2.25M	Buy