WCWM
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Willow Creek Wealth Management’s Morgan Stanley MS Stock Holding History

Willow Creek 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 		$343K Sell
2,157
-226
-9% -$33.4K 0.03% 130
2025
Q2 		$336K Hold
2,383
– – 0.03% 125
2025
Q1 		$278K Sell
2,383
-230
-9% -$29.6K 0.03% 132
2024
Q4 		$329K Sell
2,613
-6
-0.2% -$739 0.03% 121
2024
Q3 		$273K Hold
2,619
– – 0.03% 137
2024
Q2 		$255K Sell
2,619
-3
-0.1% -$286 0.03% 135
2024
Q1 		$247K Buy
2,622
+12
+0.5% +$1.06K 0.03% 134
2023
Q4 		$243K Sell
2,610
-153
-6% -$12.2K 0.03% 125
2023
Q3 		$226K Buy
2,763
+1
+0% +$87 0.03% 124
2023
Q2 		$236K Buy
2,762
+19
+0.7% +$1.63K 0.03% 130
2023
Q1 		$241K Buy
2,743
+46
+2% +$4.29K 0.04% 116
2022
Q4 		$229K Buy
+2,697
New +$230K 0.04% 119

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