True North Advisors’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.37M Sell
2025
Q2
$3.15M Sell
2025
Q1
$2.85M Sell
2024
Q4
$3.59M Buy
2024
Q3
$265K Hold
2024
Q2
$247K Sell
2024
Q1
$268K Buy
2023
Q4
$254K Buy
2023
Q3
$221K Sell
2023
Q2
$301K Buy