McCarter Private Wealth 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	$442K	Sell	3,137 -5	-0.2%	-$704	0.25%	74
2025 Q1	$367K	Buy	3,142 +612	+24%	+$71.4K	0.24%	70
2024 Q4	$318K	Sell	2,530 -245	-9%	-$30.8K	0.2%	78
2024 Q3	$289K	Buy	+2,775	New	+$289K	0.18%	82