Naples Global Advisors’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
$450K Buy
3,198
+1,050
+49% +$148K 0.04% 318
2025
Q1
$251K Buy
2,148
+414
+24% +$48.3K 0.02% 368
2024
Q4
$218K Buy
+1,734
New +$218K 0.02% 382