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

Pines Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$363K Sell
2,517
-184
-7% -$26.5K 0.13% 163
2025
Q1 		$271K Sell
2,701
-515
-16% -$51.7K 0.13% 161
2024
Q4 		$397K Buy
+3,216
New +$397K 0.17% 135