Alpine Bank Wealth Management’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
$148K Sell
1,050
-210
-17% -$29.6K 0.02% 166
2025
Q1
$147K Buy
+1,260
New +$147K 0.02% 160
2024
Q3
$131K Buy
+1,260
New +$131K 0.02% 173