Holding/activity history for Morgan Stanley (MS)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 48,487 | 0.71 | Add 8.14% | 0.05 | $104.23 |
| 2024 Q2 | 44,836 | 0.65 | Add 0.48% | 0.00 | $97.20 |
| 2024 Q1 | 44,623 | 0.63 | Buy | 0.63 | $94.17 |
Holding/activity history for Morgan Stanley (MS)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 48,487 | 0.71 | Add 8.14% | 0.05 | $104.23 |
| 2024 Q2 | 44,836 | 0.65 | Add 0.48% | 0.00 | $97.20 |
| 2024 Q1 | 44,623 | 0.63 | Buy | 0.63 | $94.17 |