Keebeck Wealth Management’s Morgan Stanley MS Stock Holding History

Keebeck 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 Q2	$255K	Buy
2025 Q1	$205K	Buy
2024 Q4	$208K	Buy
2022 Q4	–	Sell
2022 Q3	$245K	Hold
2022 Q2	$236K	Buy
2020 Q3	–	Sell
2020 Q2	$51K	Buy
2020 Q1	–	Sell
2019 Q4	$54K	Buy