Peak Planning Group’s Morgan Stanley MS Stock Holding History

Peak Planning Group’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
2026 Q1	$359K	Buy
2025 Q4	$385K	Buy
2024 Q4	$268K	Buy
2024 Q2	$211K	Buy
2022 Q4	–	Sell
2022 Q3	$328K	Buy