Palisades Hudson Asset 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
$265K Hold
1,878
0.1% 89
2025
Q1
$219K Hold
1,878
0.1% 90
2024
Q4
$236K Buy
+1,878
New +$236K 0.1% 93