Verum Partners’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
$221K Buy
+1,569
New +$221K 0.05% 153
2025
Q1
Sell
-1,656
Closed -$208K 169
2024
Q4
$208K Buy
+1,656
New +$208K 0.06% 155