Per Stirling 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
$232K Buy
+1,651
New +$232K 0.03% 249
2025
Q1
Sell
-1,651
Closed -$208K 270
2024
Q4
$208K Buy
+1,651
New +$208K 0.03% 252
2023
Q1
Sell
-3,266
Closed -$278K 202
2022
Q4
$278K Buy
+3,266
New +$278K 0.05% 171