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AGH Wealth Advisors’s Morgan Stanley MS Stock Holding History

AGH Wealth Advisors’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Buy
+1,703
New +$240K 0.2% 102
2025
Q1 		– Sell
-1,648
Closed -$207K – 123
2024
Q4 		$207K Buy
+1,648
New +$207K 0.19% 108