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Regent Peak Wealth Advisors’s Morgan Stanley MS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,610
Closed -$202K – 185
2024
Q4 		$202K Buy
+1,610
New +$202K 0.05% 169
2021
Q1 		– Sell
-805
Closed -$55K – 663
2020
Q4 		$55K Buy
+805
New +$55K 0.02% 298