Willow Creek 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 | $343K | Sell |
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|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $229K | Buy |
|