Intergy Private Wealth’s Morgan Stanley MS Stock Holding History

Intergy Private Wealth’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	$349K	Sell
2025 Q2	$317K	Sell
2025 Q1	$270K	Sell
2024 Q4	$305K	Sell
2024 Q3	$263K	Buy
2024 Q2	$226K	Buy