Westmount Partners’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+1,661
New +$234K 0.06% 228
2025
Q1
Sell
-1,749
Closed -$220K 244
2024
Q4
$220K Buy
+1,749
New +$220K 0.07% 197