LRI Investments’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$103K Buy
2025
Q2
$64.4K Buy
2025
Q1
$10.9K Hold
2024
Q4
$11.7K Hold
2024
Q3
$12.3K Sell
2024
Q2
$19.2K Buy
2024
Q1
$8.76K Buy