Mowery & Schoenfeld Wealth Management’s Morgan Stanley MS Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.44K	Hold
2025 Q2	$1.28K	Hold
2025 Q1	$1.06K	Sell
2024 Q4	$1.26K	Sell
2024 Q3	$4.17K	Hold
2024 Q2	$3.89K	Hold
2024 Q1	$3.77K	Sell
2023 Q4	$7.46K	Buy