Monterey Private Wealth’s Morgan Stanley MS Stock Holding History

Monterey Private Wealth’s Portfolio MS Stock Details MS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$257K	Hold
2024 Q4	$277K	Hold
2024 Q3	$230K	Hold
2024 Q2	$215K	Hold
2024 Q1	$208K	Buy
2023 Q4	$205K	Buy
2022 Q2	–	Sell
2022 Q1	$224K	Buy