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Allium Financial Advisors’s Morgan Stanley MS Stock Holding History

Allium Financial Advisors’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 		$235K Sell
1,666
-52
-3% -$7.33K 0.17% 78
2025
Q1 		$200K Buy
+1,718
New +$200K 0.18% 82