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Running Point Capital Advisors’s Morgan Stanley MS Stock Holding History

Running Point Capital Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$273K Buy
1,938
+24
+1% +$3.38K 0.08% 106
2025
Q1 		$223K Buy
1,914
+101
+6% +$11.8K 0.07% 108
2024
Q4 		$228K Buy
+1,813
New +$228K 0.08% 97