AWM
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Accredited Wealth Management’s Morgan Stanley MS Stock Holding History

Accredited Wealth Management’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 		$27K Sell
192
-822
-81% -$116K 0.02% 179
2025
Q1 		$118K Hold
1,014
– – 0.1% 78
2024
Q4 		$127K Buy
+1,014
New +$127K 0.11% 85