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

Regent Peak Wealth Advisors’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$265K	Buy
2025 Q1	–	Sell
2024 Q4	$202K	Buy
2021 Q1	–	Sell
2020 Q4	$55K	Buy