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CM Wealth Advisors’s Morgan Stanley MS Stock Holding History

CM Wealth Advisors’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$249K Hold
1,766
– – 0.07% 77
2025
Q1 		$206K Hold
1,766
– – 0.07% 84
2024
Q4 		$222K Buy
+1,766
New +$222K 0.07% 79