North Star Asset Management’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
$335K Hold
2025
Q2
$297K Buy
2025
Q1
$240K Sell
2024
Q4
$261K Buy
2017
Q4
Sell
2017
Q3
$241K Hold
2017
Q2
$223K Hold
2017
Q1
$214K Hold
2016
Q4
$211K Buy