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Whipplewood Advisors’s Morgan Stanley MS Stock Holding History

Whipplewood Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$153K Sell
1,088
-280,955
-100% -$39.6M 0.08% 194
2025
Q1 		$130K Buy
282,043
+280,889
+24,340% +$129K 0.08% 195
2024
Q4 		$145K Buy
+1,154
New +$145K 0.08% 194