Leith Wheeler Investment Counsel’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$238K Buy
2022
Q1
Sell
2021
Q4
$992K Hold
2021
Q3
$983K Sell
2021
Q2
$928K Hold
2021
Q1
$786K Buy