Northstar Advisory Group’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
$376K Sell
2,668
-1,133
-30% -$160K 0.18% 78
2025
Q1
$443K Buy
+3,801
New +$443K 0.29% 66