BWA
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Bordeaux Wealth Advisors’s Morgan Stanley MS Stock Holding History

Bordeaux Wealth Advisors’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 		– Sell
-2,014
Closed -$235K – 168
2025
Q1 		$235K Sell
2,014
-105
-5% -$12.3K 0.04% 140
2024
Q4 		$266K Sell
2,119
-378
-15% -$47.5K 0.04% 128
2024
Q3 		$260K Buy
+2,497
New +$260K 0.05% 135