Accurate Wealth Management’s Morgan Stanley MS Stock Holding History

Accurate 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	$634K	Buy
2025 Q2	$470K	Buy
2025 Q1	$211K	Buy
2024 Q4	–	Sell
2024 Q3	$212K	Buy
2023 Q1	–	Sell
2022 Q4	$27.8K	Buy
2022 Q1	–	Sell
2021 Q4	$992K	Buy
2021 Q3	$985K	Sell
2021 Q2	$930K	Buy