Kathleen S. Wright Associates’s Morgan Stanley MS Stock Holding History

Kathleen S. Wright Associates’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	$30.5K	Hold
2025 Q2	$27K	Hold
2025 Q1	$22.4K	Hold
2024 Q4	$24.1K	Hold
2024 Q3	$20K	Hold
2024 Q2	$18.7K	Hold
2024 Q1	$18.1K	Hold
2023 Q4	$17.9K	Buy