Segment Wealth Management’s Morgan Stanley MS Stock Holding History

Segment Wealth Management’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	$614K	Buy
2025 Q2	$537K	Sell
2025 Q1	$446K	Buy
2024 Q4	$318K	Buy
2024 Q3	$261K	Hold
2024 Q2	$243K	Sell
2024 Q1	$246K	Buy
2023 Q4	$209K	Buy
2022 Q2	–	Sell
2022 Q1	$265K	Buy
2021 Q4	$293K	Buy