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Creekmur Asset Management’s Morgan Stanley MS Stock Holding History

Creekmur Asset 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 		$163K Sell
1,025
-2
-0.2% -$295 0.03% 222
2025
Q2 		$145K Hold
1,027
– – 0.03% 248
2025
Q1 		$120K Hold
1,027
– – 0.03% 237
2024
Q4 		$129K Hold
1,027
– – 0.03% 143
2024
Q3 		$107K Hold
1,027
– – 0.03% 152
2024
Q2 		$99.8K Sell
1,027
-39
-4% -$3.71K 0.03% 167
2024
Q1 		$100K Buy
1,066
+224
+27% +$19.7K 0.03% 171
2023
Q4 		$78.5K Buy
+842
New +$67.4K 0.02% 236

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