Means Investment Company’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
$324K Buy
2,300
+10
+0.4% +$1.41K 0.03% 156
2025
Q1
$267K Sell
2,290
-31
-1% -$3.62K 0.03% 167
2024
Q4
$292K Buy
2,321
+260
+13% +$32.7K 0.03% 162
2024
Q3
$215K Buy
+2,061
New +$215K 0.02% 195