Kohmann Bosshard Financial Services’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Hold
1,969
0.03% 160
2025
Q1
$230K Sell
1,969
-15
-0.8% -$1.75K 0.03% 196
2024
Q4
$249K Sell
1,984
-48
-2% -$6.03K 0.03% 174
2024
Q3
$212K Buy
+2,032
New +$212K 0.03% 190