CWM
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Centricity Wealth Management’s Morgan Stanley MS Stock Holding History

Centricity Wealth 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 		$12.1K Hold
86
– – 0.01% 305
2025
Q1 		$10K Hold
86
– – 0.01% 316
2024
Q4 		$10.8K Buy
+86
New +$10.8K 0.01% 318