Cherry Tree Wealth Management’s Morgan Stanley MS Stock Holding History

Cherry Tree Wealth Management’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.4K	Hold
2025 Q2	$11K	Sell
2025 Q1	$22.2K	Buy
2024 Q4	$14.1K	Hold
2024 Q3	$11.7K	Hold
2024 Q2	$10.9K	Buy
2024 Q1	$1.79K	Hold
2023 Q4	$1.77K	Sell
2023 Q3	$3.27K	Sell
2023 Q2	$3.54K	Buy