Morningstar Investment Services’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,951	Closed	-$515K	–	304
2024 Q3	$515K	Buy	4,951 +742	+18%	+$77.2K	0.01%	269
2024 Q2	$403K	Buy	4,209 +1,248	+42%	+$119K	﹤0.01%	272
2024 Q1	$277K	Sell	2,961 -200	-6%	-$18.7K	﹤0.01%	295
2023 Q4	$296K	Buy	+3,161	New	+$296K	﹤0.01%	353