Private Wealth Management Group’s Morgan Stanley MS Stock Holding History

Private Wealth Management 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
2025 Q3	$28.3K	Hold
2025 Q2	$25.1K	Hold
2025 Q1	$20.8K	Hold
2024 Q4	$22.4K	Hold
2024 Q3	$18.6K	Buy
2024 Q2	$16.8K	Hold
2024 Q1	$16.3K	Hold
2023 Q4	$16.1K	Buy