Leeward Financial Partners’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
$278K Sell
1,975
-54
-3% -$7.61K 0.09% 85
2025
Q1
$237K Buy
+2,029
New +$237K 0.09% 75