CPCM
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Cardinal Point Capital Management’s Morgan Stanley MS Stock Holding History

Cardinal Point Capital Management’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 		$358K Sell
2,545
-83
-3% -$11.7K 0.03% 167
2025
Q1 		$307K Sell
2,628
-69
-3% -$8.05K 0.03% 150
2024
Q4 		$339K Buy
2,697
+90
+3% +$11.3K 0.05% 67
2024
Q3 		$272K Buy
+2,607
New +$272K 0.05% 71