BPW
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Bingham Private Wealth’s Morgan Stanley MS Stock Holding History

Bingham Private Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Sell
1,738
-129
-7% -$18.2K 0.23% 131
2025
Q1 		$218K Buy
1,867
+106
+6% +$12.4K 0.23% 146
2024
Q4 		$221K Buy
+1,761
New +$221K 0.24% 134