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

Partnership 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
2024
Q4 		– Sell
-468
Closed -$48.8K – 142
2024
Q3 		$48.8K Hold
468
– – 0.03% 119
2024
Q2 		$45.5K Hold
468
– – 0.03% 149
2024
Q1 		$44.1K Hold
468
– – 0.03% 153
2023
Q4 		$40.8K Buy
+468
New +$40.8K 0.03% 154