Chicago Partners Investment Group’s Morgan Stanley MS Stock Holding History

Chicago Partners Investment Group’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.59M	Buy
2025 Q2	$1.23M	Buy
2025 Q1	$908K	Sell
2024 Q4	$1.02M	Buy
2024 Q3	$820K	Buy
2024 Q2	$667K	Buy
2024 Q1	$593K	Buy
2022 Q3	–	Sell
2022 Q2	$205K	Buy
2018 Q4	–	Sell
2018 Q3	$66K	Buy