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Trivest Advisors’s Morgan Stanley MS Stock Holding History

Trivest 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
Q1 		– Sell
-400,000
Closed -$50.3M – 44
2024
Q4 		$50.3M Buy
+400,000
New +$50.3M 2.28% 16