PWM
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Partners Wealth Management’s Morgan Stanley MS Stock Holding History

Partners Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$348K Hold
3,009
– – 0.4% 71
2025
Q1 		$351K Hold
3,009
– – 0.4% 71
2024
Q4 		$378K Buy
+3,009
New +$378K 0.43% 65