Waters Parkerson & Co’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
$578K Buy
4,100
+1,050
+34% +$148K 0.03% 125
2025
Q1
$356K Buy
+3,050
New +$356K 0.02% 151