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Sherman Asset Management’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$164K Hold
1,162
0.15% 63
2025
Q1
$136K Sell
1,162
-8
-0.7% -$933 0.13% 71
2024
Q4
$147K Buy
+1,170
New +$147K 0.13% 67