Neumann Capital Management’s Morgan Stanley MS Stock Holding History

Neumann Capital Management’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Hold
2025 Q2	$254K	Hold
2025 Q1	$210K	Hold
2024 Q4	$226K	Buy
2022 Q1	–	Sell
2021 Q4	$215K	Buy
2021 Q3	–	Sell
2021 Q2	$217K	Buy