Osborne Partners Capital Management’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	$262K	Sell	1,862 -128	-6%	-$18K	0.01%	186
2025 Q1	$232K	Hold	1,990	–	–	0.01%	193
2024 Q4	$250K	Sell	1,990 -172	-8%	-$21.6K	0.01%	204
2024 Q3	$225K	Buy	+2,162	New	+$225K	0.01%	214