Connecticut Wealth Management’s Morgan Stanley MS Stock Holding History

Connecticut Wealth Management’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	$719K	Sell
2025 Q2	$665K	Sell
2025 Q1	$554K	Sell
2024 Q4	$603K	Buy
2024 Q3	$500K	Sell
2024 Q2	$487K	Buy
2024 Q1	$423K	Sell
2023 Q4	$514K	Sell
2023 Q3	$599K	Buy
2023 Q2	$248K	Buy