Silverlake Wealth Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$333K Hold
2025
Q2
$295K Hold
2025
Q1
$244K Buy
2024
Q4
$255K Hold
2024
Q3
$211K Buy
2022
Q2
Sell
2022
Q1
$225K Sell
2021
Q4
$307K Buy